Administration Durante Absentia

Section 7 of the Estate Administration Act allows the court to appoint a person to administer an estate or part of it where an executor resides out of the province “and it appears to the court to be necessary or convenient by reason of the… Read more

Who Owns Your Digital Data After Death

Reprinted from the Economist July 18,2013 The Economist explains Who owns your digital data after death ? AFTER we die, our bodies are reduced to dust or ash, through burial or cremation. The fate of the digital corpuses we leave behind is rather more complicated. Before… Read more

Administrator Pendente Lite

Administrator Pendente Lite It is a frequent occurrence in estate litigation that situations arise where the executor is unable to act, or there is no executor or administrator at all, and the validity of the will or the estate is very much in question. In… Read more

Charitable Gifts

Canadian tax laws are structured such that in the area of estate planning, donations if made to a registered charity, can give rise to tax credits that can be used to offset the income of the deceased. Accordingly, if a deceased person leaves a charitable… Read more

abuse of process

Abuse of Process

Kellogg v Kellogg estate 2013 BCSC 946 involves a situation that is very common in estate litigation-a self represented plaintiff alleging serious allegations such as fraud or undue influence, lack of capacity and so forth,when in fact all of the allegations are groundless, and amounts… Read more

Administration Ad Colligenda Bona

Several years ago disinherited.com had an estate where the deceased had substantial assets that needed protection, while it took in excess of two years to locate his very distant next of kin in the far-off Ukraine. He had died intestate and no person came forward… Read more

What Is Double Probate?

Executors frequently appoint more than one person as his or her personal representative, and on occasion not all parties who are entitled to apply for probate actually do. However at the same time they do not renounce their executor ship and reserve the right to… Read more

Court Appoints Majority Vote Trustee and Denies Judicial Trustee Appointment

Re Newton estate 2013 BCSC 799, involves a court application between two competing trustees to be appointed the third majority vote trustee of the family trust. When only two remaining trustees were unable to agree on a replacement. One of the trustees applied to appoint… Read more

Termination of Trusts: Saunders v Vautier

Collapse of Gift- Saunders v Vautier

The Rule of Saunders v Vautier For various reasons parents often wish to delay any bequest to a child for many years, often to the point where the child would be a senior citizen before the child inherited. Very often these types of trusts provide… Read more

Court Adds Bequest to Will Omitted By Drafting Solicitor

Drafting Solicitor Daradick v McKeand Estate 82 ETR (3d) 324, the Ontario Supreme Court made a very practical decision to allow the rectification of the will where there had been obvious drafting solicitor negligence in omitting a specific and substantial bequest. The case reviews both… Read more

Copy of Will Not Admitted to Probate, as No Proof Original Was Ever Signed

Re Whitehead Estate 2010 BCSC 348, the deceased was a founding member of a credit union and a retired bank manager. After his death, a “trued up” copy of will dated December 21, 1979 was found, but the original of that will was never located. Under… Read more

Court Declines to Remove Trustee – Orders Construction of Trust

Court Declines to Remove Trustee Winkler v Winkler 2012 BCSC 1949 involves an application by the surviving widow of the deceased, in her capacity as comity of the person and estate of the deceased, sought an order that her stepson be removed as a trustee… Read more

When Can a Will Draftman’s Notes Be Admissible to Interpret a Will Meaning?

Re Hoedl Estate 2012 ONSC 6857 involves the issue of whether the drafting solicitors notes are admissible at a hearing to interpret a will meaning. The executor of the deceased estate was also the solicitor who drafted the will. The executor initially advised of one… Read more

You Are Richer Than You Think

Richer Than You Think? Jun 22nd 2013 |From the print edition From The Economist Last year 12m people in the world had $1m or more in investible assets. That is 1m more “high-net-worth individuals” than in 2011. After falling in two of the previous five… Read more

Promissory Estoppel

In Anderson v Anderson 2010 BCSC 911, the deceased prior to his death transferred his interest in a cottage to his second wife for one dollar and other good and valuable consideration.   The plaintiffs were the deceased’s children from his first marriage. For several… Read more