James Steele admitted as a Full Member of the Society of Trust and Estate Practitioners (STEP)

Robertson Stromberg is pleased to share that James Steele has been admitted as a Full Member of the Society of Trust and Estate Practitioners (STEP). James is now entitled to use the TEP (Trust and Estate Practitioner) designation, which is recognized internationally and reflects significant experience in trusts and estates work.

STEP is a global professional association focused on inheritance and succession planning, with a strong membership base in Canada and internationally. We are pleased to see James join this community and continue supporting clients in this area.

Please join us in congratulating James on this achievement.

Learn more about James

Estate Litigation Update: Munro v James, 2020 BCSC 1348

A 2020 decision from the British Columbia Supreme Court makes clear that an agreement to leave a gift in one’s will, is a binding agreement. As such, if one breaches that agreement, the person can be held liable even during their life.

Saskatchewan Estate Litigation Update: Nelson v Wagner, 2021 SKQB

A very useful lesson comes in the recent Saskatchewan decision in Nelson v Wagner. The decision offers guidance on when a court will override claims of solicitor-client privilege, and disclose the file of the solicitor who dealt with a testator. In Nelson, the...

Saskatchewan Estate Litigation Update: McStay v Berta Estate, 2021 SKCA 51

A recent case from the Saskatchewan Court of Appeal, reminds us that a Chambers judge cannot decide conflicting evidence on the basis of affidavits. Rather, any weighing of credibility must wait for the later trial. The case in McStay arose out of a will...

The potential dangers of adding children as joint tenants

Many people like to add the name of a child, or children, to their home. The hope is to avoid probate fees on the death of the parent, and have the asset go directly to the children. However, before you make this decision, be aware of the following potential danger:...

The “wills exception” to solicitor-client privilege

Solicitor-client privilege means communications between a lawyer and a client, are confidential. Thus, if a third party wants to see what a client told their lawyer when seeking advice, the court will not allow this.

Who Approves Compensation for the Executors?

The vast majority of estates see beneficiaries consent to the compensation amount requested by the executor. However, sometimes the beneficiaries feel that the compensation is too high for the work actually done.

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James Steele admitted as a Full Member of the Society of Trust and Estate Practitioners (STEP)

Related News and Articles

Estate Litigation Update: Munro v James, 2020 BCSC 1348

Saskatchewan Estate Litigation Update: Nelson v Wagner, 2021 SKQB

Saskatchewan Estate Litigation Update: McStay v Berta Estate, 2021 SKCA 51

The potential dangers of adding children as joint tenants

The “wills exception” to solicitor-client privilege

Who Approves Compensation for the Executors?