WESA - One Year (and a Few Months) Later 2015
Course Date: June 5, 2015
Total: 5h 37min
Course Date: June 5, 2015
Welcome and Introduction
Fiona Hunter — Horne Coupar, Victoria
The New Rules: How are they Working so Far?
- practical tips on dealing with the forms
- is it easier to pass accounts?
- Notice of Disputes: are they working?
Emma A. McArthur — Farris, Vaughan, Wills & Murphy LLP, Vancouver and Victoria
Top Ten Tips/Traps from the Probate Registry
- top 10 common reasons appplications are rejected
- top 10 suggestions for a better application
- anatomy of a basic probate application
Scott Wheeler — Deputy District Registrar, Court Services, Ministry of Justice, Victoria
Networking Break
The Intersection Between the WESA and the FLA: Advising Will Makers and Executors
- property rights on and after separation
- meaning of a “beneficial interest in property”
- trust interests that are included as family property
- excluded discretionary trust interests
- valuing a beneficial interest in a trust
- protecting family legacy assets from claims by the spouses of intended heirs—can it be done?
Carmen S. Thériault, QC — Bull, Housser & Tupper LLP, Vancouver
Wills Variation Issues and Practice Update
- are courts/will courts treat spousal claims differently in light of the FLA property division
- role of executors in wills variation claims
- costs awards
- update on interesting cases
Patrice B. Newman — Horne Coupar, Victoria
Networking Lunch
The Identifiable Testamentary Intention: Holograph Wills and Other s. 58 Records
- case law on validity of holograph wills
- indicators of testamentary intention
Alison Oxtoby — Entrust Law Group LLP, Kelowna
The Elusive Testamentary Intention: Advising the Executor and Others on s. 58
- how to find and identify the elusive testamentary intention
- what to do with it
Andrew S. MacKay — Alexander Holburn Beaudin + Lang LLP, Vancouver
Networking Break
Potpourri of Practical Strategies
- distribution of estates without representation grant
- appointing and removing personal representatives
- the intestacy provisions in practice
Amy A. Mortimore — Clark Wilson LLP, Vancouver
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Paper: The New Rules: How are they Working so far?
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