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When the “Wills Exception” to Solicitor-Client Privilege Applies

Solicitor-client privilege is a fundamental legal principle that protects communications between lawyers and their clients. This principle allows clients to speak freely in front of their lawyers without fear of their conversations being disclosed to anyone else. In the estates world, the question can sometimes become, what happens to solicitor-client privilege when the client dies and production of the solicitor’s file is sought? The recent case of Butt et al…..

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Valuing In-kind Donations

There is a saying among charitable gift planners: “beware of donors of in-kind property with valuations in hand.”  In other words, some gifts may be too good to be true.  This folk wisdom contains a serious point. Donors, executors and charities often struggle with the valuation of in-kind donation.  Who commissions and pays for in-kind donation appraisals, the donor or charity? Does the valuation have integrity? Standard Practice The recommended….

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Inter Vivos Transfers and the Intention to Gift

In the recent decision of Buffa v. Giacomelli, 2025 ONSC 4024 (CanLII), the court considered whether withdrawals from joint bank accounts are valid inter vivos gifts. The mother had two children: a son (the applicant), and a daughter (the respondent). The respondent made the withdrawals from joint accounts with her mother. The withdrawals amounted to approximately $1.7M and were withdrawn over the course of about 1.5 years. The applicant argued….

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Contempt Orders, Committal Warrants, and the Limits of a Stay

*Today’s blog post was written by Iryna Huk, Articling Student at de VRIES LITIGATION LLP The recent Court of Appeal decision in Di Nardo v. Nagy, 2025 ONCA 523 highlights the complexities of contested estate administration and the serious consequences trustees may face when they ignore court orders. Background of the Dispute The case arose out of the administration of the late Mr. Di Nardo’s estate. His daughter, Ms. Di Nardo,….

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Marriage vs Common Law – how does it differ at death?

Written by Kelsey Buchmayer, associate with the Ottawa office of Gowling WLG (Canada) LLP There is often an assumption that being in a common law relationship is no different than being married – marriage is just a formality, right? And in many aspects of life, perhaps this is true, but at death, this is not the case. The tradition of marriage still affords statutorily protected benefits in Ontario when it….

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What is the “Entire File”?

In Yurkiw Estate (Re), 2025 BCSC 1026 (CanLII), the Supreme Court of British Columbia clarified the scope of an estate trustee’s file that must be disclosed to beneficiaries. On November 21, 2024, the court ordered Heritage Trust, the estate trustee of the estate of David Thomas George Yurkiw, to produce its “entire file” to one of the beneficiaries of the estate, except for “any documents over which solicitor client privilege can….

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