Financial Planning

Avoiding estate planning pitfalls

Dan Richards, CEO, Client Insights, and Matthew Urback, an estates litigation specialist at law firm Shibley, Righton LLP in Toronto, review estate planning trouble spots and best practices advisors need to know, from working with vulnerable seniors to avoiding litigation.

In this Special Feature

  • Elder abuse: Protect your clients and your practice

    In part one of a four-part series, “Avoiding estate planning pitfalls,” Matthew Urback, an estates litigation specialist at law firm Shibley, Righton LLP in Toronto, flags key points in the estates process where advisors can act to protect both their clients and their practice from the impacts of elder abuse.

  • The top two reasons wills are challenged

    In part two of a four-part series, “Avoiding estate planning pitfalls,” Matthew Urback, an estates litigation specialist at law firm Shibley, Righton LLP in Toronto, explains the two most common reasons clients' wills are contested, leading to a potentially lengthy and costly legal process.

  • Estate disputes: Protect your practice from litigation

    In part three of a four-part series, “Avoiding estate planning pitfalls,” Matthew Urback, an estates litigation specialist at law firm Shibley, Righton LLP in Toronto, explains why advisors can get caught up in acrimonious estate disputes and provides tips on avoiding litigation.

  • Capacity and clients: Understanding the Ontario Substitute Decisions Act

    In part four of a four-part series, “Avoiding estate planning pitfalls,” Matthew Urback, an estates litigation specialist at law firm Shibley, Righton LLP in Toronto, discusses the difficult choices facing advisors who suspect their clients are losing the ability to make informed decisions about their assets.