Dealing with Real Property in Trusts and Estates Contexts
Author(s): Ontario Bar Association
Publication Date: April 2017
Format: shipped (hardcopy), download (PDF)

Real property often forms a significant portion of an individual's wealth, and subsequent estate. Join your peers to explore the critical issues at the intersection of trust and estates, and real property law at this essential program. Hear from our expert faculty from both the real property and estates bars to get up to speed on the important elements to keep in mind when utilizing real property trusts, and dealing with real property in estate planning and administration. Gather insights on a wide variety of topics, including:
  • Key drafting advice for co-ownership arrangements
  • Fundamental and special estate conveyancing considerations
  • Effective advanced estate and tax planning involving real property
  • How to handle real estate in estate litigation


Sara Beheshti, Barrister and Solicitor
Jane Martin, Dickson Appell LLP


Update from the Director of Land Titles
Jeffrey Lem, Director of Titles, Ontario Ministry of Government and Consumer Services

Prescribed Information for the Purposes of Section 5.0.1 Form

Non-Resident Speculation Tax
Fundamentals of Estate Planning Involving Real Property

Darren Lund, Fasken Martineau

Co-Ownership Considerations: Purchasing Property with Friends or Family
Joshua Sprague, Perley-Robertson, Hill & McDougall LLP

APPENDIX A - Sample Co-Tenancy Agreement

APPENDIX B - Sample Trust Agreement

Real Property Disputes in Estate Litigation

Estate Conveyancing and Preservation of Property
Tannis Waugh, Tannis A. Waugh Professional Corporation

Schedule A - Abstract Condominium

Schedule B - Abstract Freehold

Schedule C - Ontario Land Registration Bulletin No. 92005 - Court Orders with Conditions

Schedule D - Draft Language for Deletion of Orders by the Director of Titles on Application

Schedule E - Appendix "B" of Ontario Land Registration Bulletin No. 96001

Complexities in Estate Conveyancing and Planning for Them
Susannah B. Roth, O'Sullivan Estate Lawyers

ADDENDUM - RE: Bulletin No. 96004

BULLETIN No. 96004 - Discharges of Charge or Mortgage-Deceased Chargee (Dec. 11, 1996)

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