Aubrie Girou

To disclose or not to disclose: Jointly-held assets and the personal representative’s obligations

Only assets that fall within an estate are subject to probate fees. It follows then, that assets held in joint tenancy that pass outside of the estate due to the operation of the right of survivorship do not require disclosure …

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Broken heart, lost trust: Trust planning that fails to account for family realities

One reason parents place assets into a corporate trust structure may be to reduce the amount of tax paid on such assets while preserving a specific estate plan. An alternative reason may be to protect their family assets from potential …

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The Default Position: What Happens to the Administration of Your Estate if Your Executor Dies?

In a Will, the executor appointment is one of the most carefully-considered decisions of the will-maker. It is a position of significant trust and responsibility.

But what happens if the intended executorship fails?

Scenario 1: The Deceased Executor Dies with

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Independent legal advice may fail to rebut the presumption of undue influence

In a previous blog post, Emily Clough discussed the British Columbia Supreme Court decision in Cowper-Smith v. Morgan, 2015 BCSC 1170, in which the sons of the deceased successfully set aside a joint tenancy between the deceased and

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Gifts to Your Adult Children — Does an Ex-spouse get Half?

It is not uncommon for parents to provide monetary gifts to their adult children. Parents may wish to help their child with a down payment on a property, or help pay out their child’s existing mortgage. Parents often consider these …

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Contested Committeeship: 11 Considerations Applied by the BC Supreme Court

When an individual has not planned for mental incapacity by preparing an enduring power of attorney instrument, representation agreement and/or advance directive, a committee application is typically required.

A committee is a person or institution appointed by the court to …

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