James Steele shares key insights in Globe and Mail article

Estate management isn’t just about playing it safe – it’s about acting prudently.

Estate Litigation partner James Steele shares key insights in the Globe and Mail on the risks executors face when large estate proceeds sit idle in bank accounts. In complex estates, especially where millions are involved, failing to invest estate assets wisely could expose executors to liability.

As James explains, executors need to balance caution with strategy – and ensure beneficiaries are kept informed of the plan. Transparent communication, oversight, and professional guidance are essential.

Read more about best practices for executors and the legal implications of poor investment decisions here.

Learn more about James

Estate Litigation Update: Poole v Dailey, 2020 SKQB 226

I practise in the area of estate litigation and am often reminded of the importance of having a clearly drafted Will. A good recent example comes from the decision in Poole v Dailey, 2020 SKQB 226. The deceased had left his estate between his two children, Brian and...

Saskatchewan Estate Litigation Update: Hayes v Swift, 2021 SKQB 132

The recent decision in Hayes v Swift, 2021 SKQB 132 offers a reminder that beneficiaries should ensure they have real evidence of executor wrongdoing before they bring a court application against an executor. Facts: The testator, Bernard William Hayes, had passed...

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The recent decision in Whelan v Chaszewski, 2021 SKQB 286 offers guidance for a situation in which two competing parties want to be appointed to administer an estate. The lesson from Whelan is that a court will not generally appoint a party who has a potential...

Saskatchewan Estate Litigation Update: Vance (Re), 2021 SKQB 320

The recent decision in Vance (Re), 2021 SKQB 320, reminds us of the importance of keeping our wills updated. The application in Vance was brought by De-Anna Lynn Bailey, in relation to the estate of her nephew, James Benjamin Gilbert Vance (“Deceased”). Background To...

James Steele featured in Winter 2021 Edition of Bar Notes

James’ most recent article relating to Professional Regulation and the Duty of Fairness in Investigations is featured in the Winter 2021 edition of Bar Notes, the magazine of the Canadian Bar Association Saskatchewan Branch. In it, James canvasses recent case law and...

James Steele presents at STLA Fall Conference

STLA Fall Conference Challenging Wealth Transfers: Themes, Trends & ToolsJames 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...

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James Steele shares key insights in Globe and Mail article

James Steele shares key insights in Globe and Mail article

Related News and Articles

Estate Litigation Update: Poole v Dailey, 2020 SKQB 226

Saskatchewan Estate Litigation Update: Hayes v Swift, 2021 SKQB 132

Saskatchewan Estate Litigation Update: Whelan v Chaszewski, 2021 SKQB 286

Saskatchewan Estate Litigation Update: Vance (Re), 2021 SKQB 320

James Steele featured in Winter 2021 Edition of Bar Notes

James Steele presents at STLA Fall Conference