Every month, Canadian Lawyer will produce a series of articles on a theme affecting the legal profession. All coverage through the month can be found here
Every month, Canadian Lawyer will produce a series of articles on a theme affecting the legal profession. All coverage through the month can be found here
April: Trusts and estates
The top business succession questions trusts and estates lawyers wish you asked your clients | Canadian Lawyer
Any lawyer can help surface control, tax and liquidity gaps before families end up in court
Ottawa cracking down on 21-year deemed disposition rule for trusts: Lavery lawyer | Canadian Lawyer
Many private company owners must now decide between transferring capital or paying millions in tax
Intersection of estates and corporate work increasing at Alberta regional firms | Canadian Lawyer
Lawyers warn small business owners against ignoring complexities in business succession
Tech companies demanding redundant court orders from estate reps should pay the cost: judge | Canadian Lawyer
Administrators seeking access to Apple account ask Alberta Court of King’s Bench for specific order
Alberta Court of King’s Bench denies party’s request to examine lawyer who drafted will | Canadian Lawyer
Ruling lets estate’s security for costs application precede questioning of solicitor
Divisional Court affirms denial of estate’s motion to dismiss negligence suit against dead lawyer | Law Times
Solicitor’s widow claims fair trial may be impossible due to delay in action
AI tools help estates lawyers, but cause headaches when clients and litigants use them | Canadian Lawyer
Enterprise tools drive efficiencies and insights, but AI-generated filings cause chaos: lawyers
Divisional Court dismisses dead woman’s challenge against revoked rental licence | Law Times
Her daughter, named executor in her will, sought extension to assail revocation
Lawson Lundell adds partner Taylor-Marie Young to trusts, estates, incapacity disputes group | Canadian Lawyer
Based in Kelowna and Vancouver, she also joins commercial litigation practice
Superior Court awards substantial indemnity costs against lawyer appointed as executor | Law Times
Ruling says order will show conduct’s seriousness, deter similar behaviour by estate trustees
Estate to pay parties’ reasonable indemnity costs amid unusual circumstances: BC Court of Appeal | Canadian Lawyer
Ruling finds litigation reasonably necessary for joint will engaging German and BC law
OCA rejects non-client’s negligence, breach of fiduciary duty claims against wills and estates lawyer | Law Times
The court said there are narrow circumstances where lawyers owe duty of care to non-clients
New Brunswick introduces legislation to expand small estate threshold | Canadian Lawyer
Proposed amendments aim to modernize estate administration and reduce court involvement