Wills Causing Spills: Caution – Pour-Over Clauses are Void in B.C.
By Pavneet Grewal and Zachary Murphy-Rogers If you are or know someone who moved to British Columbia and has a U.S.-style ‘pour-over will’, we strongly ... Continued
Upcoming Conference | CLEBC’s Wills, Estates, and Trusts Conference 2022
Join Clark Wilson Estate & Trusts co-chairs Amy Mortimore and Richard Weiland, TEP along with counsel Geoffrey White, K.C. as they present at the Continuing ... Continued
The Lawyer’s Daily Interviews Polly Storey
Our Estates & Trusts lawyer Polly Storey has been quoted in a new article from The Lawyer’s Daily, a national publication providing legal news, analysis, ... Continued
Mark Weintraub, Q.C. and Polly Storey Published in The Advocate
Clark Wilson’s Estates & Trusts lawyers Mark Weintraub, Q.C. and Polly Storey‘s article, “Binding The Will-maker’s Conscience: Is it Time to Use the Good Conscience ... Continued
A Relief But Not a Reprieve: The CRA Postpones The New Federal Trust Reporting Rules
By Michael Scott, TEP and Jessica Dorfmann On January 14, 2022, the Canada Revenue Agency (the “CRA”) announced the postponement of the new federal trust ... Continued
Surprise! A Blog on Secret Trusts
Our office has previously written on the topic of secret trusts. This article will discuss some further case law where attempts were made, both successful ... Continued
Aaron Pearl Published in Leave a Legacy’s Fall 2019 Newspaper Supplement
Sometimes a gift to a charity provided through a will becomes impossible to fulfill because the charity no longer exists after the will-maker’s death. Enter: ... Continued
Recent Changes to Pour Over Rules
The British Columbia Court of Appeal has held that a clause in a will directing estate property to be transferred to a trust that was ... Continued
Resulting and Constructive Trusts: A Question of Intention
Two recent decisions from the Supreme Court of British Columbia illustrate the importance, and difficulty, of determining the intentions someone who transfers property when ownership ... Continued
Bouchard v. Bouchard – The Intersection of Estate Law and Family Law
The recent decent of Justice Donegan in Bouchard v. Bouchard, 2018 BCSC 1728, shows the importance of attending to the procedural and substantive law of ... Continued
Private Company Tax Proposals: Consequences for Trusts and Estates
Our prior posts in this series gave an overview of the government’s consultation paper, and outlined the paper’s proposals to limit the lifetime capital gains ... Continued
Case Comment – S.A. v MVHC, 2017 BCCA 2
This case provided rulings on a few key issues: Is an interest in a discretionary trust an asset? Yes. The interest has no legal value ... Continued