66: Wills and Estates Law (Ziad Yehia) - July 21, 2021

On this week’s show, we’re speaking about wills and estates law with estates litigator, Ziad Yehia!

Topics: digital assets via testamentary transfer; estate trustees during litigation; succession planning and the law

Full Episode (54:04) Download

⚫ How do lawyers address the transfer of digital assets (e.g. social media accounts, crytocurrencies) after one’s death? (6:10)
⚫ How do courts appoint an estate trustee while there is ongoing litigation amongst the relevant parties? (15:26)
⚫ What are some strategic considerations regarding succession planning? (27:39)
⚫ Our Ask-Me-Anything segment, featuring questions submitted by patrons of the Lawyered community (35:58)
🔵 How has COVID-19 impacted the ways in which wills are executed? (36:37)
🔵 What are some ways in which drafting a will differs from drafting a conventional contract? (38:10)
🔵 What happens when other contractual documents intersect with the contents of a will? (39:50)
🔵 How early is too early to start thinking about preparing a will? (42:30)
🔵 What are some “client service” skills specific to the wills and estates process? (46:12)

1. Testamentary Transfer of Digital Assets (12:39) Download


Bill C-11: Digital Charter Implementation Act, 2020


2. Estate Trustees During Litigation (15:45) Download

McQuoid v. Patterson, 2020 ONSC 7680
Mayer v Rubin, 2017 ONSC 3498

3. Succession Planning and the Law (11:50) Download

4. Ask-Me-Anything: Wills & Estates Lawyer (18:13) Download


🔵 How has COVID-19 impacted the ways in which wills are executed? 
🔵 What are some ways in which drafting a will differs from drafting a conventional contract?
🔵 What happens when other contractual documents intersect with the contents of a will? 
🔵 How early is too early to start thinking about preparing a will? 
🔵 What are some “client service” skills specific to the wills and estates process?

About the Guest:

Ziad Yehia is a partner with the Toronto office of Borden Ladner Gervais LLP. Ziad’s practice is largely focused at the intersection of estates and trust litigation and commercial litigation.

He has successfully represented clients at various levels of Ontario courts. Ziad’s estate and trust litigation experience includes cases involving disputed capacity, guardianship, removal of fiduciaries, contested estate or fiduciary administration, insolvent estates, dependants’ relief, passing of accounts and defending against solicitor negligence. Within that context, he is often dealing with contract, shareholder and/or mortgage disputes, real estate litigation, oppression claims, sale of property proceedings, and/or fraud investigations, among other things.

Ziad was part of the BLG team twice named a finalist for the prestigious STEP Private Client Awards – Contentious Trusts and Estates Team of the Year – Large Firm, with the award ceremony taking place in London, England

Ziad’s Bio
Ziad’s Email Address

 

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