A Reminder of the Rules for Investing

Monday, September 15th, 2014

The judgment in Miles v. Vince[1] was issued recently by the British Columbia Court of Appeal and is a reminder of the strict duties trustees face in selecting investments. The case centred around the investments of two trusts, referred to in the judgment as the Family Trust and the Insurance Trust. ...

Are You Protected?

Tuesday, August 19th, 2014

Over the years since All About Estates has existed there have been several blogs dealing with the roles and responsibilities of acting as an executor/trustee, as well as the potential liability an executor/trustee faces. As estate planners we work with our clients in understanding the “job” of being an ...

Is it a Will?

Tuesday, July 15th, 2014

The answer to this question depends on (i) the legal requirements regarding the formalities for making a Will and, (ii) when those requirements are not met, whether the court with jurisdiction over the Will is able to follow the doctrine of “substantial compliance”. In Ontario, in order for a Will to ...