In Barsoski v. Wesley, the Court upheld the validity of a mother’s will despite one of her children alleging that the other had unduly influenced her into changing her estate plan. The mother had left the bulk of her estate to one child, citing a long history of estrangement and lack of contact with the other.

If you have a trust in your estate plan or are named in one, you’ll want to know about a significant change in Canadian tax law that took effect recently and could impact you or your family. Starting with the 2023 tax year, most trusts are now required to file an annual T3 tax return, even if they previously didn’t need to. This change is part of a broader effort by the Canada Revenue Agency (CRA) to increase transparency and prevent tax evasion.

In a significant ruling, the Federal Court of Appeal has clarified the application of the Income Tax Act's derivative tax provisions,...