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The Practitioner's Guide to Estate Practice in Ontario, 8th Edition + USB

Over the years, practitioners handling an estate administration file – no matter how seasoned – have found themselves, time and time again, reaching for this guide book for useful, dependable direction.

Langue de publication: English

Publié: 07 juin 2023

Éditeur: LexisNexis Canada

Format du produit Détails Qté
Livre
185,00 $
En inventaire ISBN: 9780433525035
Softcover + USB | 632 pages

 

**Please note LexisNexis' USBs, CDs and DVDs are not compatible with Mac software.

The Practitioner's Guide to Estate Practice in Ontario, 8th Edition provides practical, comprehensive and expert guidance on the day-to-day administration of estates and is the ideal reference manual for both experienced practitioners and lawyers who are new to the practice area.

Lawyers have long relied on The Practitioner’s Guide to Estate Practice as a time-saving resource that offers useful direction on dealing with both contentious and non-contentious issues that can arise in the administration of estates. Written by a leading estates, wills and trusts practitioner, this book offers an invaluable collection of up-to-date information and insightful commentary, including:

  • Practical guidance on non-contentious matters, such as the certificate of appointment of a trustee (with or without a will), estate accounting, income taxation at death and taxation of estates; and
  • Valuable advice on contentious matters, such as estate litigation, passing accounts, mediation, claims by and against the estate, and substitute decision-making and adult guardianship

Practitioners can save precious time when drafting documents by referring to the forms and precedents available both in the book and on the USB.

What's New In This Edition

  • Over 130 forms and precedents, reviewed and updated as of January 2023
  • Content on tax matters for both Income Tax and Estate Administration Tax
  • Discussion of key updates brought on by the COVID-19 pandemic, including:
    • The development of electronic filing processes with the courts and virtual court appearances; and
    • The ability to execute a will or power of attorney virtually and to swear or affirm an affidavit virtually

Who Should Read This Book

  • Estate lawyers who will find that the book covers all practice issues that arise in estate administration, estate litigation and guardianship
  • Generalist practitioners who handle estate administrations from time to time will find the book’s practice commentary, templates and forms to be immensely useful and time-saving
  • Paralegals, law clerks and administrative assistants who will use this text as a valuable resource
  • Academics and law students who are studying and researching wills and estates law will find this volume to be a comprehensive reference for the latest developments in the field

PART I: NON-CONTENTIOUS MATTERS

CHAPTER 1: INITIAL RETAINER

CHAPTER 2: ADMINISTRATION WHERE A WILL EXISTS

CHAPTER 3: INTESTATE SUCCESSION

CHAPTER 4: ADMINISTRATION ISSUES

CHAPTER 5: ASSETS PASSING OUTSIDE THE ESTATE

CHAPTER 6: DISPOSITION OF ESTATE ASSETS

CHAPTER 7: ESTATE ACCOUNTING

CHAPTER 8: INCOME TAXATION AT DEATH AND TAXATION OF ESTATES AND TRUSTS

PART II: CONTENTIOUS MATTERS

CHAPTER 9: ORDERS FOR ASSISTANCE

CHAPTER 10: PROOF OF COPY OF WILL

CHAPTER 11: CHALLENGES TO VALIDITY OF WILLS

CHAPTER 12: APPLICATIONS FOR ADVICE AND DIRECTIONS

CHAPTER 13: SUPPORT FOR DEPENDENTS

CHAPTER 14: NET FAMILY PROPERTY EQUALIZATION

CHAPTER 15: OTHER ESTATE LITIGATION MATTERS

PART III: SUBSTITUTE DECISIONS AND ADULT GUARDIANSHIP

CHAPTER 16: MANAGEMENT OF PROPERTY

CHAPTER 17: COURT-APPOINTED GUARDIAN OF PROPERTY

CHAPTER 18: PERSONAL CARE MANAGEMENT

CHAPTER 19: COURT-APPOINTED GUARDIAN OF THE PERSON

INDEX

**Redemption/Transfer of Canada Savings Bonds Form (reproduced in the book) retrieved from and available free of charge at https://www.csb.gc.ca/wp-content/uploads/2009/02/service_eforms_bondholder_transfer-deceased.pdf

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