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Searching Content indexed under Wills/ Intestacy/ Estate Planning by McLennan Ross LLP ordered by Published Date Descending.
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1
The Value Of Digital Assets And Why It Should Not Be Ignored In Estate Planning
Your house, children, jewelry and art, these are all the typical items a person will think about when planning their Estate.
Canada
13 Feb 2019
2
Dementia And Alzheimer's Not Necessarily A Barrier To Drafting A Valid Will
The recent decision from the Saskatchewan Court of Klassen v. Wiers Estate is illustrative of the fact-specific analysis a court will undertake when determining whether a testator ...
Canada
24 May 2018
3
Judicial Discretion, Consent And Closure: Priority And Control Over The Dead
The Alberta Court of Appeal in Campbell v. Campbell, 2018 ABCA 46, agreed with the chambers judge, dispensing with the consent of the appellant-father of the deceased to have his son's remains tested ...
Canada
10 Apr 2018
4
Who Gets The Farm?
While disputes regarding estate succession in the farming context are common throughout Alberta, reported decisions are less plentiful, given that most matters settle prior to a hearing.
Canada
21 Feb 2018
5
The Importance Of Signing
Alberta's Wills and Succession Act, SA 2010, c W-12.2 ("WSA") gives courts the power to order that a will is valid, even where it does not comply with formal requirements required by the Act.
Canada
29 Jan 2018
6
Gifting Of Irrevocable Right Of Survivorship
In Pohl v Midtal, 2017 ABQB 711, a mother and father transferred their interest in a quarter-section of farmland to themselves and their daughter as joint tenants.
Canada
9 Jan 2018
7
Estates May Need To Take Steps To Trigger Losses During First Year
Proposed tax amendments have significantly limited options available for dealing with shares of private corporations in estates. Executors may now need to take active steps to trigger losses...
Canada
14 Aug 2017
8
Transfers Between Spouses In Alberta Still Presumed Gifts
One individual transfers property over to another individual without receiving anything in return. In this situation, it is generally assumed that the individual receiving the property will hold the property...
Canada
8 Jun 2017
9
Unequal Treatment Of Adult Children Beneficiaries
When drafting a will, people expect that their wishes will be respected after they pass away. However, like any other legal document, the validity of a will may be challenged.
Canada
15 May 2017
10
The Importance Of The Executor
In the tragic event of the death of an individual, where that individual has made a Will, the executor named under that Will plays an essential role in then administering the estate of the deceased.
Canada
8 May 2017
11
Life Insurance - Uses, Tips And Traps
Life insurance is a familiar product to many of us and can be an element of estate planning that should not be overlooked. It is typically used to either create or preserve wealth and can be used in a variety of ways in structuring an estate plan
Canada
24 Apr 2017
12
Dependency Claims And Estate Planning
You can imagine how unpleasant it was at the hearing for the disabled person to hear strangers debating just how short their life was doomed to be.
Canada
9 Mar 2017
13
What Other Documents Should You Consider When Getting A Will?
The two most common documents that are drafted along with a Will are firstly, a Personal Directive, and secondly, Enduring Power of Attorney.
Canada
14 Feb 2017
14
Why You Need A Will
There are many reasons for you to make a will. Do you have children? Do you own a house, car, valuable personal items, or shares in a business?
Canada
11 Jan 2017
15
Supporting Gifts And Property Transfers Down The Road
Parents who transfer land or personal property to their children often do so with little or nothing in writing to document the transfer.
Canada
14 Dec 2016
16
Blended Family Blunders: Considerations For Your Will
If you are in a second marriage or second relationship, your estate planning documents should reflect that.
Canada
25 Nov 2016
17
Planning Ahead To Support Disabled Beneficiaries
Parents and guardians of minors or adults with disabilities have extra considerations when developing their estate plans.
Canada
19 Oct 2016
18
Some Property Can Pass Outside Of Your Estate
Your will enables you to determine the beneficiaries of the property in your estate.
Canada
5 Oct 2016
19
Keeping Your Beneficiaries Current
Every spring day brings us closer to warm summer afternoons, perfect for lounging on the deck or at the lake with a cold beverage and our favorite reading material.
Canada
29 Apr 2016
20
Changes Made To The Law Of Estate Administration
On June 1, 2015 the Estate Administration Act ("Act") came into force in Alberta. This Act updates the previous laws which dictate how an executor will have to administer the estate of a deceased person.
Canada
8 Jul 2015
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