James Steele presents at STLA Fall Conference

STLA Fall Conference

Challenging Wealth Transfers: Themes, Trends & Tools

James Steele will be presenting at the STLA’s fall conference: Challenging Wealth Transfers: Themes, Trends and Tools on October 22, 2021.

James’ presentation is entitled “Steps in a Will Challenge” and he will walk through the steps in challenging a will including general procedure; challenging undue influence and capacity; where to obtain evidence; and how to avoid a Will challenge in the first place.

October 22, 2021

9:00 am – 4:30 pm

Virtual conference via Zoom

CPD hours: 6 with 2.5 qualifying towards “ethics”

Renouncing as executor may not always be an automatic right

An interesting lesson for executors comes from the recent Saskatchewan decision in Goby v Frederick, 2020 SKQB 201 Wayne Frederick passed away. His will appointed his sister, Shirley Frederick, to be the executrix of his estate. Shirley obtained letter probate....

How to avoid your Will from becoming challenged after you die

More and more wills are being contested in Saskatchewan each year. And the sad truth is that many challenges are avoidable if the will-maker had done one or both of the below things: Hired a lawyer to draft their will, and keep good notes of their instructions; Told...

DIVISION OF FAMILY PROPERTY: ENTITLEMENT TO FARMLAND OWNED BY EX-SPOUSE AND THIRD PARTIES

When two parties are separating and dividing the family property, there may be questions surrounding property owned by one of the spouses and third parties. In Saskatchewan, this is particularly true for farmland. Often a husband or wife will own farmland with their...

Call for feedback on behalf of the CBA

James Steele is Legislation and Law Reform Director of CBA Saskatchewan. Comments are invited on the SK Government’s ongoing development of Regulations to support The Financial Planners and Financial Advisors Act. CBA Members are welcomed to review the Ontario draft...

Saskatchewan Estate Litigation Update

An interesting recent estate litigation decision out of Saskatchewan is Leason v Malcolm, 2020 SKQB 102. Leason reminds us that once a bequest is vested, it may not be divested. In other words, if a beneficiary survives the testator, but the beneficiary then dies...

Effect of Marriage or 24 Months of Cohabitation on Your Will – Changes to the Wills Act

The law in Saskatchewan used to be that an existing will would be revoked when the will maker married or upon the will maker cohabiting in a spousal relationship continuously for two years, unless there was a declaration in the will that it was made in contemplation...

Why Do I Need a Will?

A commonly asked question is why do I need a will? Your will sets out what is to happen to your assets (more commonly known as your estate) when you pass away. If you pass away without a will then your estate falls into what is called intestacy. An intestate estate...

Am I entitled to be notified that my family member has made a new Will?

When a loved one passes away unexpectedly, the shock can be made worse by finding out that the deceased also had made a new will totally contrary to their former will. Sometimes clients will ask me if it is legal for their loved one to make a new will, cutting out...

Virtual court operations in Saskatchewan

Despite the availability of virtual technology, it remains impossible in many Canadian courts to file court documents online, or hold video hearings. This article argues that Canadian court systems face two options during the COVID-19 pandemic: First, resign...

Judicial technological innovations

Closings of courthouses should be a wake-up call to adopt 21st century technology The COVID-19 pandemic has caused unprecedented disruption to daily norms in Canada. Lawyers are not exempt, and many courts in Canada have either severely reduced their case hearing...

Estate planning in a time of uncertainty

As the world changes in response to the coronavirus (Covid-19) outbreak, you may wonder how you can legally best protect yourself, and loved ones. The present is a good time to make certain that you have certain crucial legal documents in place.Last Will and Testament...

Holding Taxpayers at Ransom

James Steele's article on the latest target of data bank robbers - Canadian municipalities - appears in the August 2019 issue of Canadian Underwriter. James speaks anecdotally of Canadian municipalities who have been hijacked by cyber criminals and advises municipal...

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James Steele presents at STLA Fall Conference

STLA Fall Conference

Challenging Wealth Transfers: Themes, Trends & Tools

October 22, 2021

9:00 am – 4:30 pm

Virtual conference via Zoom

Related News and Articles

Renouncing as executor may not always be an automatic right

How to avoid your Will from becoming challenged after you die

DIVISION OF FAMILY PROPERTY: ENTITLEMENT TO FARMLAND OWNED BY EX-SPOUSE AND THIRD PARTIES

Call for feedback on behalf of the CBA

Saskatchewan Estate Litigation Update

Effect of Marriage or 24 Months of Cohabitation on Your Will – Changes to the Wills Act

Why Do I Need a Will?

Am I entitled to be notified that my family member has made a new Will?

Virtual court operations in Saskatchewan

Judicial technological innovations

Estate planning in a time of uncertainty

Holding Taxpayers at Ransom