Spousal Transfer can Lead to Tax Pitfall
The recent BC Court of Appeal decision in Zeitler v. Zeitler Estate, 2010 BCCA 216 illustrates why tax consequences must be thought through carefully even ... Continued
Unjust Enrichment and Estate Claims
Typically, when a spouse or child has not been adequately provided for under a testator’s will, the remedy has been to make a claim under ... Continued
Support Binding on the Estate?
One of the more difficult situations that may arise in the administration of an estate is a claim by a former spouse of the deceased ... Continued
Wills Variation Act: A Testator’s Legal and Moral Obligations must be Satisfied Before Other Claims will be Considered
In a recent decision, the BC Court of Appeal clarified the importance, or lack of importance, of the claims of persons not protected by the ... Continued
Knowing and Approving the Contents of a Will: The Applicable Burden of Proof
A basic tenet of estate law is that the testator must know and approve of the contents of his or her will; if the testator ... Continued
Picketts v. Hall – Trial Judge Overturned by Court of Appeal, Leave to Appeal to SCC Denied
In the Summer 2008 edition of Your Estate Matters, we reported on the trial decision of Pickets v. Hall, a case involving a large estate ... Continued
The Naked Truth About Bare Trusts
A man visits his lawyer to discuss the estate of his recently deceased mother, who had been residing in Hong Kong. Her estate includes a ... Continued
Important Case Update: Designating a Beneficiary Under an RRSP
The recent British Columbia case of Desharnais v. Toronto Dominion Bank (the “Bank”) and TD Securities Inc. (“Evergreen”) illustrates some important issues pertaining to the ... Continued