In Bishop Estate v. Sheardown, 2021 BCSC 1571, the Supreme Court of British Columbia gave effect to a Will the testator had failed to execute before her death. Facts: Marilyn Bishop died in British Columbia in the summer of 2020 at the age of 76. She had a prior Will signed in 2014, which named her husband as her executor and primary beneficiary, and in the event he predeceased her,….
No Signature, No Problem Continue Reading »
Contested willsYou’ve met with your client for a final signing meeting. They can breathe a sigh of relief – their Will (or Wills) and Powers of Attorney are done! I have bad news – the process isn’t quite done yet. Of course, you will prepare a reporting letter, send your final account, and, if you store original documents, ensure the documents are safely stored and that your database is updated accordingly…..
“I’ve signed my Will…now what?” Continue Reading »
WillsThis Blog was written by: Hannah Zip, Estate and Trust Consultant, Scotia Wealth Management (Authors Note: this post was inspired by a presentation delivered by the Queer Seniors of Saskatchewan, and a big thank you goes to that advocacy group for sharing their personal experiences and stories to raise awareness of senior queer issues. The term “queer” is used interchangeably with “LGBTQ2S+” for brevity purposes only.) Some of us might….
Understanding the Unique Issues Facing the Older Queer Generations Continue Reading »
Estate Planning
Thanksgiving is next Monday so I thought I would share a blog that highlight some tips when visiting with family, who you may not have seen for a while. If you live in a different city than your parents, the time spent together during the holiday can allow you to see how well they are managing. Be aware of the small things and things that are different. For example, are….
Turkey, Dementia and Giving Thanks Continue Reading »
Elder Care
Today’s blog was written by Yvonne Mazurak, Associate at Fasken LLP Hi AAEB community! This is not my first time contributing to the blog, however, it is my first time writing as a newly licensed lawyer and I thought I would take this opportunity to introduce myself. I would like to say that it was my plan all along to end up here, with Fasken’s Private Client Services….
An Introduction and Some Reminders about Charitable Gifts Continue Reading »
Uncategorized
Under the Succession Law Reform Act (SLRA), a will or codicil must be “signed” to be valid. The case of BMO Trust Company v. Cosgrove, 2021 ONSC 5681 considered what handwritten form of a person’s name constituted a signature. Nola Louise Bogie hired a lawyer to prepare her will. However, by 2017, Ms. Bogie’s lawyer had been suspended by the Law Society of Upper Canada (as it was then known)…..
When Is A Signature Not A Signature? Continue Reading »
Estate Administration and Probate Applications, Estate Litigation, Wills