Estate Litigation Blog

Felice Kirsh discusses the importance of record-keeping by estate trustees

by Mitchell Rattner, Published: November 09, 2019

Tags: beneficiaries,  estate litigation,  estate planning,  heirs,  inheritance,  intestacy,  mediation,  passing of accounts

Read Felice Kirsh's article in Advocate Daily about the importance of estate trustees keeping detailed records and receipts. You can find it here.

No Two-Year Limitation Period for Passing of Accounts

by Mitchell Rattner, Published: December 10, 2018

Tags: armitage v. the salvation army,  estate litigation,  fiduciary,  passing of accounts,  power of attorney,  trustee,  wall v. shaw,  wills and estates

The Ontario Court of Appeal has confirmed that there is no two-year limitation period to commence an application to pass accounts or to file a notice of objection to accounts.

Elizabeth Bozek to Chair OBA program "Complex Passing of Accounts"

by Robin Spurr, Published: October 03, 2014

Tags: elizabeth bozek,  estate litigation,  estates,  ontario bar association,  passing of accounts

Elizabeth Bozek will be the Chair of the Section Program presented by the Ontario Bar Association, Estates & Trusts Section, on November 25, 2014 on "Complex Passing of Accounts". The panel will review how estate litigators should approach complicated passing of accounts by estate trustees and how to avoid the pitfalls that can come with complex estate administrations.

Consider whether a passing of accounts is worth it

by Rob Levesque, Published: February 04, 2014

Tags: beneficiaries,  compensation,  estate trustees,  passing of accounts

Felice Kirsh was recently quoted in an article on In "Consider whether a passing of accounts is worth it",  Ms Kirsh emphasizes that beneficiaries of an estate should take time to consider, from a monetary point of view, what’s at stake before insisting on a passing of accounts.  Continue reading here.

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