Probate planning and joint ownership, part two

By Jennifer Corak (December 4, 2023, 10:58 AM EST) -- As we discussed in the first article in this two-part series, probate planning is a common topic of discussion between Ontario estate planning lawyers and their clients. There are several often-used strategies that can reduce exposure to probate fees on an individual’s death. That said, the suitability of each strategy must be assessed on a case-by-case basis. This article continues looking at a case that discusses one of these strategies — joint ownership....
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