Andrea Charlie Admitted as a Full Member of the Society of Trust and Estate Practitioners (STEP)

Robertson Stromberg is pleased to share that Andrea Charlie has been admitted as a Full Member of the Society of Trust and Estate Practitioners (STEP). Andrea 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 Andrea join this community and continue supporting clients in this area.

Please join us in congratulating Andrea on this achievement.

Learn more about Andrea

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

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 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...

Funeral expenses: Why executors should pay them promptly

This article discusses the payment of funeral expenses out of an estate, and why executors should pay them promptly. The first reason is practical. After death, the funeral home is often the first to provide a service to the estate. It disposes of the body in a safe...

Saskatchewan Estate Litigation Update: Choquette v Viczko, 2021 SKQB 167

The recent case of Choquette v Viczko offers guidance on when an executor is required to seek a beneficiary’s consent to sell land. It also explains when no such consent is needed.

Rebutting the Presumption of Resulting Trust – A Refresher

Today’s post comes from Wagner Sidlofsky LLP, a well-known estate law blog. The article talks about the importance of creating a contemporaneous evidentiary record of a parent’s intention when gifting property to their adult children.

« Older Entries

Next Entries »

Services

Industries

Services

Services

Industries

Industries

Andrea Charlie Admitted as a Full Member of the Society of Trust and Estate Practitioners (STEP)

Related News and Articles

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

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

James Steele presents at STLA Fall Conference

Funeral expenses: Why executors should pay them promptly

Saskatchewan Estate Litigation Update: Choquette v Viczko, 2021 SKQB 167

Rebutting the Presumption of Resulting Trust – A Refresher