Summary of Meetings: Wills & Trusts - Vancouver
Number of Meetings Held:4
October 24, 2023
Online Registration Count: 115
In-Person Registration Count: 10
Guest Speakers: Rachael Breeze, Farris, Rebecca Morse of Farris LLP And Vivian Ho, Fasken
Meeting Title/Topic: The Role of the Personal Representative in Estate Litigation
Synopsis: Rebecca Morse and Rachael Breeze discuss the role of the personal representative in estate litigation, and the scope and limits of the personal representative’s neutrality. Vivian Ho presents a case comment on the recent Court of Appeal decision of Tom v. Tang, 2023 BCCA 221, concerning when a will-maker can treat children unequally.
March 7, 2024
Online Registration Count: 114
In-Person Registration Count: 22
Guest Speakers: Aubrie Girou - Alexander Holburn Beaudin + Lang LLP And Scott Boucher - Norton Rose Fulbright Canada LLP
Meeting Title/Topic: Section 132 of the Wills, Estates and Succession Act
Synopsis: Aubrie Girou of Alexander Holburn Beaudin + Lang LLP and Scott Boucher of Norton Rose Fulbright Canada LLP discuss section 132 of the Wills, Estates and Succession Act, which allows the court to appoint administrators in special circumstances.
April 16, 2024
Online Registration Count: 115
In-Person Registration Count: 10
Guest Speaker: Raphael Tachie, Gowlings
Meeting Title/Topic: Financial Exploitation of Vulnerable Clients using Powers of Attorney
Synopsis: Raphael Tachie discusses the evolving legal landscape surrounding financial intermediaries' obligations regarding elder financial abuse, while addressing the operational challenges faced by financial institutions in preventing and addressing such exploitation.
June 25, 2024
Online Registration Count: 90
In-Person Registration Count: 7
Guest Speakers: Amanda Stacey, Miller Thomson LLP and Dwight Dee, Miller Thomson LLP
Meeting Title/Topic: Current Issues in Drafting
Synopsis: Amanda Stacey and Dwight Dee of Miller Thompson LLP, discuss current issues in drafting with respect to Wills and Trusts, including topics such as residuary gifts to charities, Trustees’ Power to Allocate, and testamentary trusts when using multiple wills.