Estate Litigation Update 2024
Course Date: October 18, 2024
Total: 5h 11min
Total Ethics: 1h
Estate Litigation Update 2024
Course Date: October 18, 2024
Total: 5h 11min
Total Ethics: 1h
Course Introduction and Land Acknowledgement (9:00 – 9:10)
Nadia Myerthall — Program Lawyer, CLEBC, Vancouver
Helen H. Low, KC — Fasken Martineau DuMoulin LLP, Vancouver
Helen H. Low, KC — Fasken Martineau DuMoulin LLP, Vancouver
Online Moderator: Vivian Ho — Fasken Martineau DuMoulin LLP, Vancouver
Update of New Estate Cases Under WESA (9:10 – 10:00)
- wills variation s. 60
- trust cases
- ss. 58, 132, 151
Chelsea D. Wilson — Ramsay Lampman Rhodes, Nanaimo
Necessary Estate Planning Knowledge for Estate Litigators (10:00 – 10:45)
- capacity and undue influence determinations by solicitors
- drafting to deal with changes and removal of executors and trustees
- planning to assess and address will variation risks
- can a trustee's discretionary powers be drafted too broadly
Peter J. Glowacki — Borden Ladner Gervais LLP, Vancouver
M. Scott Kerwin — Borden Ladner Gervais LLP, Vancouver
M. Scott Kerwin — Borden Ladner Gervais LLP, Vancouver
BREAK (10:45 – 11:00)
Contested Trustee Breach Proceedings and Trust Account Passings (11:00 – 11:55)
- standard of care
- proving a breach
- removal and passing of accounts
- how to establish reasonableness on accounting/fees
Aubrie Girou — Alexander Holburn Beaudin + Lang, Vancouver
NETWORKING LUNCH (provided to in-person registrants) (11:55 – 12:55)
Counsel Considerations in the Progress of a Case (12:55 – 1:40)
- client intake
- initial considerations—goals and resources
- what claims to bring
- developing the strategy for resolution
- managing client expectations
- role of the estate litigator
- ethical and professional responsibility issues
Kimberly A. Kuntz — Scion Law LLP, Vancouver
Roger D. Lee — DLA Piper (Canada) LLP, Vancouver
Roger D. Lee — DLA Piper (Canada) LLP, Vancouver
The Landscape of Costs in Estate Litigation (1:40 – 2:35)
- variation claims
- undue influence claims
- proof of will claims
- asset recovery claims
- beneficiary/trustee contests
Eric B. Clavier — Fasken Martineau DuMoulin LLP, Vancouver
BREAK (2:35 – 2:50)
Practice Answers and Tips from an Experienced Judge, Mediator, and Litigator (2:50 – 3:50)
- self-represented litigants in mediation and in court
- choosing the best venue—advantages and disadvantages to mediation and to court
- being fully prepared for mediation and for trial
Justice Amy D. Francis — Supreme Court of BC, Vancouver
Tara R. Britnell, KC — Hamilton Duncan, Surrey
Amy A. Mortimore, KC — Clark Wilson LLP, Vancouver
Tara R. Britnell, KC — Hamilton Duncan, Surrey
Amy A. Mortimore, KC — Clark Wilson LLP, Vancouver
Closing Remarks (3:50 – 4:00)
Helen H. Low, KC — Fasken Martineau DuMoulin LLP, Vancouver
Contributor(s):
Slides: An Update on Recent Cases under Sections 58, 60, 132 and 151 of WESA and Cottrell v. Cottrell
Paper: An Update on Recent Cases under Sections 58, 60, 132 and 151 of WESA and Cottrell v. Cottrell
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Contributor(s):
Handout: Fact Pattern - Estate Litigation Update 2024
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