Duties of an Executor
When The Lawyer Is Also a Witness
Re Zenrosso Estate 2023 BCSC dealt with an issue where a conflict of interest arose with respect to a lawyer representing the sole beneficiary personally and also in the capacity
Executors Should Not Purchase Estate Assets
Re Dewberry estate 2023 BCSC 325 reviewed the law that executors should not self deal with estate assets. An executor or administrator owes a fiduciary’s duty of loyalty to the
Chattel or Fixture?
Executors occasionally when selling estate assets run into the “age-old” issue of whether the asset a chattel or a fixture to the land. The legal test for determining whether an
The Obligations of a Trustee
Chung v Chung 2022 BCSC 1592 examined the legal obligations of trustees and held that their principle obligation is to preserve the assets subject to the trust. The primary
Administrator of Estate Can Commence Family Law Action
Weaver Estate v Weaver 2022 BCCA 79 clarified the law in British Columbia that an administrator of an estate of a separated and deceased spouse may commence a claim for
S. 86 Trustee Act Directions After a Murder
Re Unger 2022 BCSC 189 involved an application by the executors of the estate for advice and direction as authorized by Section 86 of the Trustee act regarding the disposition
Deceitful Executor Deprived of Fees
Kyle estate v Kyle 2017 BCSC 752 was ordered to pay approximately $400,000 to the beneficiaries as a result of deceitfully transferring monies from a joint account into his personal
Trustee Must Follow Terms of Trust
A trustee is obliged to follow the terms of the trust – McLeod v. McLeod, 2011 BCSC 1942. The trustee is obliged to follow the terms of the trust. The
Fiduciary Duties
An essential feature of a fiduciary relationship is the fiduciary’s duty to the beneficiary who is entitled to expect that the fiduciary will be concerned solely for the beneficiaries interests,
S.86 Trustee Act: Opinions, Advice and Directions
The right of a trustee to seek the opinion, advice or direction from the court in relation to its obligations is a well-established principle of equity. It has been codified