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Estates

SCC Grants Leave to Appeal for Sealing Order in Sherman Estate

The Supreme Court of Canada (“SCC”) recently granted leave to appeal in the Sherman Estate’s legal battle to keep its probate application private. The appeal will provide the court with an opportunity to revisit the stringent legal test for sealing orders, an issue that has gone largely undiscussed for nearly two decades. Sealing orders, which […]

Brotherly Brothels, Delays, and Access to Justice: Ticchiarelli v Ticchiarelli

Process and procedure within our justice system have been an interest of mine since I first stepped foot into Osgoode Hall Law School almost three years ago. Understanding the way the judicial system works in Ontario and Canada at large is an important part of a well-rounded law school education. Efficiency and timeliness have been […]

A Strong Endorsement of Testamentary Freedom: Spence v BMO Trust

When should courts invoke public policy to interfere with testamentary freedom? The Ontario Court of Appeal (“ONCA”) recently revisited this question in Spence v BMO Trust Company, 2016 ONCA 196 [Spence]. In Spence, Mr. Spence (the testator) excluded his daughter, Verolin, and grandson, A.S., from his Will. Instead, he bequeathed his assets to his second […]

Sexism, Homophobia & Racism: Reasonable Limitations on Testamentary Freedom

Testamentary freedom is a foundational principle of estate planning. Individuals are allowed to decide how to devise their assets with minimal state interference. However, testamentary freedom has several key limitations. One notable way to curb this otherwise unhindered freedom is striking down clauses in a will that violate public policy. Last week in Royal Trust […]