The applicants, daughters of the respondent, sought a declaration that their father's transfer of his interest in a $4.3 million mortgage to a family trust was a valid gift.
The father argued he lacked donative intent, believing he controlled and was a beneficiary of the trust, and alternatively claimed his daughters unduly influenced him.
The court found the father had donative intent, understanding the estate freeze and trust terms after receiving independent legal and accounting advice.
The court also found no undue influence, as the father acted freely and the daughters were not in a position to dominate his will.
The transfer was upheld as a valid gift.