Estate Litigation Update 2018

Course Date: November 16, 2018

Total: 5h 37min

Welcome and Introduction

Helen H. Low, QCFasken Martineau DuMoulin LLP, Vancouver

Trusts in Family Law Claims

  • the trust as a challenged asset in an FLA claim
  • issues in acting for the trustees
  • disclosure obligations related to trust property

Michelle L. IsaakDLA Piper (Canada) LLP, Vancouver

Wills Variation Update

  • what are contemporary community standards and have they changed since Tataryn
  • how has Kish v. Sobchak, 2016 BCCA 65 been interpreted by lower courts considering spousal claims
  • is there a change in the way courts are approaching claims of adult independent children

    Amy D. Francis — Legacy Tax + Trust Lawyers, Vancouver


Observations from Sitting in the Middle

  • mediation is not a mini-trial
  • adjusting your advocacy style
  • does it matter who blinks first
  • mediation models—what approach works for you?
  • always consider the tax
  • ethichal considerations

The Honourable Sandra K. BallanceMediator, Vancouver
Amy A. MortimoreClark Wilson LLP, Vancouver

Networking Lunch (Provided)

Curing Deficiencies and Rectification of Wills

  • curing deficiencies under WESA s. 58
  • rectification of wills under WESA s. 59
  • procedural issues on applications

    Stanley RuleSabey Rule LLP, Kelowna

Beneficiary Actions on Behalf of the Estate

  • WESA s. 151
  • guidance from recent cases
  • practical issues and challenges with claims

Kimberly A. KuntzNorton Rose Fulbright Canada LLP, Vancouver


Litigious Disputes Before Death

  • update on cases related to committeeships, power of attorney abuse claims
  • using the Office of the Public Guardian and Trustee effectively
  • practical considerations

    Deidre J. HerbertMcLellan Herbert, Vancouver

Practitioners Panel

  • senior practitioners will answer your questions about practice and ethics in estate and trust litigation

Roger D. LeeDLA Piper (Canada) LLP, Vancouver
Geoffrey W. WhiteGeoffrey W. White Law Corporation & Counsel, Clark Wilson LLP, Kelowna & Vancouver