Trust shams

Sham Trusts and the Three Certainies

The three certainties: certainty of intention and the issue of sham trusts In order to be valid, trusts must comply with the three certainties at the time of settlement: It is of course trite law that for a valid trust to come into existence, the… Read more

Apportionment of Costs

Wiseman v. Perrey, 2013 BCSC 904 is a decision containing a good summary on various aspects of costs, ranging from offers to settle, special costs, and the apportionment of costs between parties who have been ” largely successful” at trial. The general rule is that… Read more

Failing to Prove Allegations of Undue Influence Can Lead to Special Costs

Failing to Prove Allegations of Undue Influence Can Lead to Special Costs awarded against the plaintiff as the courts view claims of undue influence seriously as it is a form of civil fraud. Special costs may be awarded as a means of discouraging and chastising… Read more

Duties of a Trustee

Duties of a Trustee Zimmerman v. McMichael Estate 2010 ONSC 2947, 57 E.T.R. (3d) 101,103 O.R. (3d) 25 is an excellent review of the strict duties that govern the conduct of a trustee. Deceased were husband and wife and founders of extensive Canadian art collection… Read more

The Authority of the Executor

Romans Estate v. Tassone 2009 BCSC 194 is a very good case authority of the executor that reviews the legal authority of an executor appointed under a valid will. The matter related to the estate of an elderly man who was stricken late in life… Read more

Certainty of Subject Matter In Trusts

One of the three requirements of a valid trust is the “certainty of the subject matter”, There are two elements to certainty of subject matter: First, the property which is subject to the trust must be clear. Second, the nature of the interest due to… Read more

Special Costs Refused In Ng “Right To Life Case”

Right To Life Case Ng v Ng 2013 BCSC 1492 discusses in detail the law relating to special costs, as claimed by the winning party in the previous litigation where the family of Kenny Ng, who had been in a coma for 7 years, in… Read more

Trust For Care of Deceased’s Cats Held Valid

Deceased’s Cats In Zinn v Bergen 2012 SKQB 214, the deceased left a five page typewritten will dated July 7, 2003 wherein he made several specific bequests, and asked to convert the rest and residue of the estate into cash for the purpose of initially… Read more

The Requirements of a Valid Inter Vivos Transfer to a Trust

The Requirements of a Valid Inter Vivos Transfer to a Trust   The decision Mordo v Nitting 2006 BCSC 1761 is a primary source on many aspects relating to trusts. Morodo was suing to set aside an alter ego trust settled by his mother in… Read more

Wrongful Death Claims – Loss of Financial Support

Wrongful Death Claims Yesterday I blogged about the Family Compensation Act of British Columbia which allows a spouse, parent, or child of a person whose death has been caused by the wrongful act negligence or default of another, to sue for compensation. There are several… Read more

Wrongful Death Claims and The Family Compensation Act

Tegemann v. Pasemko 2007 BCSC 1062 is a good case example of the principles for compensation under the Family Compensation act of British Columbia. In this particular case the deceased was a 50-year-old mother, who is survived by her husband aged 49 at the time… Read more

Capacity To Make a Will

Capacity To Make a Will   A person making a Will must understand:   The nature of the act of making a Will: a. That he will die; b. That the Will will come into operation on his death, but not before; and c. That… Read more

No Lack of Capacity or Undue Influence – Will Admitted to Probate

Chang Estate v Chang 2013 BCSC 976 is a well considered judgement of Justice Dardi, who had extensive experience in estate litigation prior to her elevation to the Bench. The testatrix,a widow, died in 2007 at age 98. She and her late husband had four… Read more

The Criteria of a Marriage-Like Relationship

What Constitutes a Marriage-Like Relationship?

Campbell v Campbell 2011 BCSC 1491 is a family law, common-law relationship of approximately 5 years that again reviews the various criteria as to what constitutes a common-law marriage. The parties cohabited unmarried for approximately February 1998 two spring 2002. The female worked the odd… Read more

How Much Should An Executor Be Paid

How Much Should An Executor Be Paid? Hooke Estate v. Johnson 86 E.T.R. (3d) 92   The deceased appointed her solicitor as trustee of her estate. The Trustee handled her estate in accordance with deceased’s wishes and claimed executor’s compensation in amount of $21,900.93 for… Read more