Your Estate Matters – Wealth Preservation Law Newsletter

Past issues archive

January 2012
Wills Variation and Modern Canadian Values

September 2011
New Insurance Product for Lay Executors

Legislative Changes Impact Incapacity Planning

July 2011
Court's Discretion to Correct Wills Enhanced Under New Act

Supreme Court of Canada Clarifies Unjust Enrichment Principles

February 2011
A Gift that Lasts

Clark Wilson assists with Beedie donation

November 2010
Avoiding Wills Variation Claims: How Far is Too Far?

Spousal Transfer can Lead to Tax Pitfall

July 2010
Unjust Enrichment and Estate Claims

Support Binding on the Estate?

May 2010
Wills Variation Act: A Testator's Legal and Moral Obligations must be Satisfied Before Other Claims will be Considered

Knowing and Approving the Contents of a Will: The Applicable Burden of Proof

Picketts v. Hall – Trial Judge Overturned by Court of Appeal, Leave to Appeal to SCC Denied

November 2009
Saying "I Do" Can Impact Your Will

The Naked Truth About Bare Trusts

October 2009
Second Time Is The Charm

Court Provides Deference to Agreements Between Deceased and Widow

March 2009
Providing notice to estranged beneficiaries

Powers of an Executor to Shorten Limitation Periods

Alter Ego and Joint Spousal Trusts: 10 Years On

July 2008
Common Law Partnership for Income Tax and Estate

Courts Weigh in on Who is a Common Law Spouse

Case Comment: Picketts v. Hall Estate

May 2008
Domicile of Origin vs Domicile of Choice

Chain of Executorship

Introducing the Registered Disability Savings Plan (RDSP)

November 2007
The Fifth Protocol

Trust and Estate Distributions to Non-Resident Beneficiates

Duties and Responsibilities of Lawyers When Retaining Clients' Wills for Safekeeping

April 2007
Estate Planning With Eligible Dividends

Tax Treatment of Legal and Accounting Fees Incurred in the Administration of Estates

Settlements as Divisible Matrimonial Property

October 2006
Documenting a Trust

Executor's Rights

10 Problems with Dying Intestate

July 2006
Enforceable Charitable Pledge Agreements

Misplaced Intentions: Dealing with Lost Wills

"Sham Trusts"

April 2006
Estate Freezes and Matrimonial Claims

Wills Variation Act Declarations: Chicken Soup for the Will

The Case for Private Care Agreements

December 2005
Post Death Tax Planning Under the Wills Variation Act

Abatement – When There's Not Enough to Go Around

General Anti-Avoidance Rule (The "GARR")

July 2005
Trust to Trust Transfers

Probate Filing Fees

You Are Where You Live

April 2005
Probate Fee Update

Estate Planning Issues Pertaining to the Guardianship of Infants

RRSPs and Creditors

April 2004
Trust Documents: Privacy vs. Disclosure

Making the Break - Planning for Your Departure from Canada

RRSP Primer

November 2003
Trustee Investments

Trustee Protection: the Exculpation Clause

Cost Recovery in Estate Litigation

July 2003
RRSP and RRIP Funded Trusts: Wise Planning

Important Case Update: Designating a Beneficiary Under an RRSP

Melting and Thawing the Frozen Estate: Cold and Determined

April 2002
Income Splitting When Interest Rates Are Low

Exiting the Executor or Turfing the Trustee

Discretionary Trusts

November 2001
Pitfalls of Gifting

Common Law Spouses and Their Right to Challenge a Will

Important Drafting Tips for Trusts

April 2000
The Representation Agreement Act of BC

March 2000
Last Call For Powers of Attorney

April 1999
Testamentary Trusts

RRSP Update

The Estate Freeze

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