CLE Online

Welcome and Land Acknowledgement (9:00 – 9:10)

Lauren Blake — Legacy Tax + Trust Lawyers, Vancouver

Commencing an Estate Litigation Claim (9:10 – 9:55)

• whether to proceed by action, petition, requisition, or application
• proof in solemn form claims
• principles on drafting pleadings
• tailoring litigation under Rule 25-14 of the Civil Rules

M. Scott Kerwin — Borden Ladner Gervais LLP, Vancouver

BREAK (9:55 – 10:10)

Recent Trends in Wills Variation Claims (10:10 – 11:00)

• the basics: moral and legal obligations
• key considerations: size of estate, estrangement, will-maker's reasons
• Charter issues and cultural traditions
• spousal claims

Emily Clough — Clark Wilson LLP, Vancouver

BREAK (11:00 – 11:15)

Undue Influence and Lack of Capacity (11:15 – 12:05)

• capacity to make a will
• capacity to make a gift
• suspicious circumstances/undue influence
• role of the expert

Deidre J. Herbert — McLellan Herbert, Vancouver

LUNCH (12:05 – 12:45)

Trial in an Estate Case (12:45 – 1:45)

• pre-trial preparation
• trial tips
• virtual testimony
• civility

The Honourable Madam Justice Amy D. Francis — Supreme Court of BC, Vancouver
Roger D. Lee — DLA Piper (Canada) LLP, Vancouver

BREAK (1:45 – 2:00)

Issues that Arise After Settlement (2:00 – 2:50)

• drafting a settlement agreement and a release
• dealing with unknown or contingent interests
• whether court approval is required
• civil procedure issues, including service

Ken Vimalesan — Legacy Tax + Trust Lawyers, Vancouver

BREAK (2:50 – 3:05)

Section 58 and Section 59 Applications (3:05 – 3:55)

• procedure for s. 58 and s. 59 applications
• case law update
• prevailing trends
• dispute resolution using s. 58 and s. 59

Kimberly A. Kuntz — Norton Rose Fulbright Canada LLP, Vancouver

Closing Remarks (3:55 – 4:00)

Lauren Blake — Legacy Tax + Trust Lawyers, Vancouver