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Dispute, mediation and conflict resolution
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Dispute, mediation and conflict resolution
Revocation of wills
In the recent case of Sokalski Estate (Re), 2019 ABQB 285, the deceased left two wills, one in 2011 and the other 2017, without expressly revoking the earlier one.Â
Steven Frye
Feb 11, 2020
Dispute, mediation and conflict resolution
Secret trusts
Secret and trusts are essentially trust arrangements made between a testator and a trustee, without written disclosure or agreement of the terms of the arrangement, but where an understanding exists between the parties.
Steven Frye
Jan 14, 2020
Dispute, mediation and conflict resolution
Can you be removed as a Trustee without a replacement?
The recent case of Novak v. McDougall, (2019 SKQB 261), confirms that when you have accepted an appointment to be trustee, you may not be able to have yourself removed from the appointment without a suitable replacement.
Steven Frye
Dec 18, 2019
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Dispute, mediation and conflict resolution
Trustee's personal liability - It could go on for years!
Take the case of Estate of Ronald Alfred Craymer v. Hayward et al, 2019 ONSC 4600. The Craymers were married in the 1980’s. It was a second marriage for Mrs. Craymer and a fourth marriage for Mr. Craymer.Â
Steven Frye
Oct 22, 2019
Business advisory services
Dispute, mediation and conflict resolution
Audit and accounting
Private enterprise
Tax advisory
Succession and estate planning
Farm succession: sharing the land in partnership
A growing number of farm clients come to my office to discuss succession planning. In many cases, there is a single farming child that has stayed behind to help run the operation, and this child will be the successor. Often, there are other children in the family who have left the farm and have blazed their own paths in life.
Jun 26, 2019
Dispute, mediation and conflict resolution
When is a gift not a gift?
Styres v. Martin 2018 ONCA is a case of a gift that unfolded a saga of diminished capacity, alleged breach of trust, unjust enrichment...
Steven Frye
Mar 12, 2019
Dispute, mediation and conflict resolution
Succession and estate planning
When Cash is not King?
Most people keep their cash in bank accounts. However, to my surprise, some people still don't, and for estate planning and administration purposes, this can be a real problem.Â
Steven Frye
Feb 26, 2019
Dispute, mediation and conflict resolution
Tax advisory
Employee stock options: do we have an agreement?
In the fall of 2015, the Liberal government threatened to end the preferential tax treatment for certain employee stock options. But after much opposition, Finance Minister Morneau eventually backed off. In 2016, the Canada Revenue Agency issued comments on those rules, following up on the Tax Court’s decision in <em>Transalta v. The Queen </em>(2012 TCC 86).    Â
Apr 21, 2017
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