New
Call for Nominations
The National Wills, Estates & Trusts Section is seeking nominations for an Executive Member for the term September 1, 2012 to August 31, 2013.
For further details, please see the full Call for Nominations.
CLC 2012: Estate planning for Fractured Families – August 13, 2012
In Canada, 34% of first marriages fail and 43% of divorced people will remarry. Over half of those who remarry will wed someone who also is divorced. Chances are the second marriage will be successful, but 20% of Canadians who remarry have left their second spouse before their 8th anniversary. All these numbers result in a very complex web of rights, claims and obligations and means that a thorough understanding of estate planning for second families is critical before representing clients in these wills and estates situations.
This informative session will address estate planning issues such as the tax consequences of a change in marital status for estate planning including transfers upon marriage breakdown, attribution rules and rollovers. A consideration of planning to avoid the family fight will include the use of estate planning agreement and the doctrine of mutual wills. Once the family fight heads to court, there will be an examination of claims arising from remarriage and common-law partnerships, and also the problems that arise from a more disturbing event – the predatory marriage. The capacity to marry and make powers of attorney also will be considered in the context of the elderly or vulnerable client. There also will be a discussion of your professional responsibilities and ethical obligations when practicing in this complicated area.
Moderator: Bruce Hallsor, Crease Harmon LLP (Victoria, B.C.)
Presenters: Kim Whaley, Whaley Estate Litigation (Toronto, ON); Cynthia Hiebert-Simkin, Wealth and Estate Law Group, Inkster Christie Hughes LLP (Winnipeg, MB); Wendy Templeton, Templeton Law (Toronto, ON)
Aboriginal Estate Planning and Administration - February 7, 2012
In case you missed it, the recording can be purchased on the event webpage. To purchase the recording, click on the blue 'REGISTER NOW' button.
Succession Law Tables of Concordance
CBA’s Wills, Estates and Trusts Section has assembled Succession Law Tables of Concordance. The Tables provide a quick reference to basic information about estate and succession laws in Canadian jurisdictions and links for ready access to make enquiries of court and land titles officials. They are a convenient starting point for lawyers considering estate files complicated by interprovincial issues or performing services in neighbouring jurisdictions. They are also a handy tool for those seeking to reform and harmonize succession law in the provinces and territories. A comprehensive update of the Tables of Concordance was launched in 2011, along with changes to the website to provide easier access.
Please visit: http://www.cba.org/CBA/sections_wills/main/Tables_2011.aspx
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