Paperback, Thomson Reuters
This publication provides step-by-step guidance through the estate administration process, specifically designed to meet the needs of estate administration solicitors and law clerks in Ontario. It takes its readers through the process of estate administration, including taxation issues, filing for certificates of appointment of an estate trustee, the passing of accounts, and the payment of estate taxes. The 6th edition includes:
- The Estate forms amended by O. Reg. 709/21, which came into effect January 1, 2022;
- The additional amendments by O. Reg 435/22, which are in force as of July 1, 2022;
- Helpful links to court addresses, Practice Directions, and other websites.
The Practical Guide to Ontario Estate Administration, 6th edition, covers a variety of subject areas, including spousal equalization, disposition of estates, intestate distribution, and dependants’ relief applications under the Succession Law Reform Act.It is an excellent resource for precedents and information for the day-to-day requirements of estate administration in Ontario.