Agenda - October 21st, 2021

   9:00

Welcome and Introduction by PBLI

   9:05

Chair's Welcome and Introduction

 

Rebecca Morse

Farris LLP

 

   9:10

Construction, Interpretation and Rectification of Wills

 

Roselle Wu

Harper Grey LLP

 

Erin Hatch

Harper Grey LLP

 

  • Common issues in construction and interpretation of wills
  • Rectification after the fact - section 59 of WESA

 

  9:55 

Questions and Discussion

 10:05

Challenges to Validity

 

Amanda Winters

Farris LLP

 

  • Appropriate use of Notice of Dispute
  • Capacity
  • Undue influence

 

 11:50

Questions and Discussion

 11:00

Morning Break

 11:15

What Is and Is Not a Will - Section 58 Matters

 

Geoffrey White

Geoffrey W. White Law Corporation/Clark Wilson LLP

 

  • Is it a will or not?
  • Case law update on s. 58 of WESA

 

  12:00

Questions and Discussion

  12:10

Lunch Break

   1:10

Wills Variation

 

Gordon Behan

Clark Wilson LLP

 

  • Who has standing to complain and who is a "spouse"
  • Case law update on wills variation matters

 

   1:55

Questions and Discussion

   2:05

Removing a Trustee or Executor

 

Aubrie Girou

Alexander Holbrn Beaudin + Lang LLP

 

  • General principles
  • What are the confines of a fully discretionary "trust"?

 

   2:45

Questions and Discussion

   2:55

Afternoon Break

   3:05

Claims By or Against the Estate
 

Rebecca Morse

Farris LLP

 

  • Seeking leave under section 151 of WESA
  • Clawing assets back - resulting trusts & unconscionable procurement
  • Tying your hands - agreement to bequeath and anticipatory breach
  • Unjust enrichment

 

   4:00 Questions and Discussion
   4:10 Passing Accounts
 

Ken Vimalesan

Legacy Tax + Trust Lawyers

 

  • The obligation to pass accounts
  • The form of accounts
  • Procedure and practice
  • Substantive issues on a passing of accounts

 

   4:55 Questions and Discussion
   5:05 Chair's Closing Remarks - Program Concludes