Tom v. Tang, 2023 BCCA 221: Subjective Reasons and the Objectively Reasonable Will-Maker
By Polly Storey The Court of Appeal for British Columbia recently had an opportunity to consider, and resolve, a question that has been the source ... Continued
Kramer v. Kramer, 2023 BCSC 116: Fraudulent Conveyances and Alter Ego Trust Planning
By Polly Storey In British Columbia, will-makers are required to make “adequate, just and equitable” provision from their estates for their surviving spouses and children. ... Continued
Probate Fee Avoidance: The Potential Benefits and Challenges of Using Multiple Wills
By Tadhg Bradford and Zachary Murphy-Rogers You may be familiar with the term “probate”. Probate is the process through which the BC Supreme Court issues ... Continued
The RESP in Estate Planning
If you have a Registered Education Savings Plan (an “RESP”), it is important to take this asset into consideration when undertaking your estate planning. In ... Continued
Michael Scott, TEP Speaking at The Great Wealth Transfer Event
Over the next 20 years, Canadians will inherit $1,000,000,000,000, but what does this unprecedented wealth transfer mean for Canada? On Thursday, April 20th, join guest ... Continued
Advisor’s Edge Interviews Polly Storey
Our Estates & Trusts lawyer Polly Storey has been interviewed and quoted in a new article from Advisor’s Edge, a national publication that provides news, analysis, practice management ... Continued
Welcome to New Associate, Tristan Miller!
We’d like to warmly welcome the newest member of our Estates & Trusts group, Tristan Miller. Tristan’s practice includes contested applications for validating and propounding ... Continued
Financial Disclosure in Wills Variation Matters: Richter v Richter Estate
By Polly Storey and Cameron Fox Parties to wills variation proceedings have, for some years, faced uncertainty regarding the financial disclosure they may be required ... Continued
When does my Enduring Power of Attorney take effect?
By Richard Weiland, TEP “I want my attorney to act under my enduring power of attorney only after I become incapable of making financial decisions ... Continued
Amy Mortimore Published in the Society of Trust and Estate Practitioners’ STEP Inside
Clark Wilson’s Estates & Trusts partner and co-chair Amy Mortimore, Troy McEachren of Miller Thomson LLP and Rhonda Johnson of Dentons LLP’s article, “Documenting Intentions: Honouring ... Continued
WATCH: People’s Law School Webinar | Dealing with Problem Executors
Being an executor is a demanding role. But if you depend on an executor to deal with an estate, you may find yourself frustrated and ... Continued
Closing the Gap? Mental capacity assessment orders in Sandhu (Re), 2022 BCSC 2027
By Polly Storey Ordering an adult to submit to an assessment of their mental capacity, without their consent, is an extreme measure. In 2012, however, ... Continued