Estate Litigation Basics 2016
Course Date: February 26, 2016
Total: 5h 33min
Course Date: February 26, 2016
Welcome and Introduction
Amy D. Francis — Legacy Tax + Trust Lawyers, Vancouver
View from the Bench
The Honourable Madam Justice Sandra K. Ballance — Supreme Court of British Columbia, Vancouver
The Honourable Madam Justice D. Jane Dardi — Supreme Court of British Columbia, Vancouver
The ABCs of Committeeships
- adult guardianship and legislative background
- bringing an application
- contested committeeships
Raman Johal — Clark Wilson LLP, Vancouver
Networking Break
Probate Actions
- challenges to the validity of a will
- impact of the new civil rules
- costs
Claire N. Wilson — Legacy Tax +Trust Lawyers, Vancouver
Wills Variation Issues
- fundamentals of wills variation
- litigating claims under the Wills, Estates and Succession Act
- costs
Kimberly A. Kuntz — Bull, Housser & Tupper LLP, Vancouver
Family Law and Estate Disputes
- impact of the Family Law Act on estate litigation
- transition/limitation period issues
Anna Laing — Farris, Vaughan, Wills & Murphy LLP, Vancouver
Networking Lunch
Curing Deficiencies
- section 58
- section 59
- executors' duties with respect to testamentary documents and wills that require rectification
Emily Clough — Alexander Holburn Beaudin + Lang LLP, Vancouver
Solicitor-Client Privilege in Estate Litigation
- unique issues arising in estate matters
- obtaining the lawyer’s file
- joint retainers
M. Scott Kerwin — Borden Ladner Gervais LLP, Vancouver
Networking Break
The Final Step: Passing the Accounts in a Contentious Estate
- passing accounts under the new rules
- the referral to the registrar
- the scope of the registrar’s jurisdiction, and referral of legal issues to the Supreme Court
- use of statements of errors and omissions
- using the pre-hearing conference, and directions from the registrar
Lauren Blake — DLA Piper (Canada) LLP, Vancouver
Building an Estate Litigation Practice
- marketing
- networking
- collegiality
- leveraging technology
- establishing your practice in a competitive market
Candace Cho — Onyx Law Group, Vancouver
Kimberly D. Wallis — Sabey Rule LLP, Kelowna
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Paper: The ABC’s of Committeeships
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Litigation
» Estate litigation
Practice Management
» Client development, Client Relations, Management and organization of firms, Technology
Professional Responsibility and Ethics
» Client Relations
Technology Law
» Practice, Research
Wills Estates and Trusts
» Client Relations, Estate litigation, Professional Responsibility