Court Upholds Effective Disinheritence
Court finds deceased had valid and rational reasons for leaving her son only a small amount
Court of Appeal in the position of a Trial Court in Wills Variation Appeals
Appellate courts not required to defer to trial judge except on oral testimony in wills variation cases
Revoking a Will – Destruction of a True Copy Not Sufficient
Detroying true copy does not revoke will when original known to be safe elsewhere.
BC Court of Appeal Considers Validity of Conditional Donation Made to Charity
Conditional donation found to be valid inter vivos gift.
Wills Variation – Estrangement Does Not Necessarily Negate Moral Duties
Recent BCSC case indicates estrangement does not necessarily negate the will-maker’s moral obligations to a spouse or children
Curing Deficiencies in a Will – Examples from Other Provinces
New provisions in WESA on curing deficiencies in a will are similar to those in Manitoba and Saskatchewan
Transitioning to WESA
WESA provides that the old legislation will often apply if the deceased died prior to WESA
Be Mindful of What you Read
Baby boomers will pass on unprecedented amounts of wealth, but the next generation should not rely on inheritances.
Text Message Wills?
Although a recent Swedish case rejected a text message will, WESA could give courts the discretion to find them valid
WESA Tips and Traps: Mandatory Hold Period
WESA will require executors to wait a mandatory period before distributing estate assets
Summary: The 2012-2013 Public Guardian and Trustee Annual Report
The PGT’s mandate includes protecting minors, disabled adults and estates of deceased persons
BCSC Provides Much Needed Guidance for Trust Proceedings
BCSC provides guidance for when relationships between trustees and beneficiaries have broken down