An Update on Interests in Discretionary Trusts under the Family Law Act
BC government proposes amendments to definition of “excluded property” under the Family Law Act
WESA Summary
Clark Wilson’s Wealth Preservation Group has prepared a summary of the new WESA
Wills, Estates and Succession Act Now In Force
BC Ministry of Justice has created a useful summary of the new WESA
Special Release – Wills, Estates and Succession Act
British Columbia’s new Wills, Estates and Succession Act (WESA) and accompanying new probate rules come into force on March 31, 2014. WESA replaces the Wills ... Continued
New Survivorship Rules
WESA abolishes presumption that older person dies first when sequence of death cannot be determined
Be Mindful of What you Read
Baby boomers will pass on unprecedented amounts of wealth, but the next generation should not rely on inheritances.
Estate Planning and First Time Homebuyers
Joint tenancies can be convenient and economical, but are not without their difficulties
Make a Will Week 2014
The BC Government reminds you to make a will in anticipation of the new WESA
WESA – Important Change relating to Committee or Attorney Transfers
Under WESA, beneficiaries can receive the equivalent value of gifts that have been transferred away by a representative
Text Message Wills?
Although a recent Swedish case rejected a text message will, WESA could give courts the discretion to find them valid
Richard Weiland presented to the Estate Planning Council of Victoria
Richard Weiland presented to the Estate Planning Council of Victoria on the subject of “Planning for and Administering Digital Assets” on February 11, 2014. His ... Continued
Charitable Trusts & The Disbursement Quota Requirements
The rule that charitable trusts must spent a minimum amount annually on charitable activities can be problematic