Workshop Leaders
Mike Beishuizen — Westcoast Wills and Estates, North Vancouver
Andrea E. Frisby — Farris LLP, Vancouver
Fiona Hunter — Horne Coupar LLP, Victoria
Emma A. McArthur — Johns Southward, Victoria
Isabel L. Romeral — Farris LLP, Vancouver
Amanda J. Stacey — Miller Thomson LLP, Vancouver
Genevieve N. Taylor — Legacy Tax + Trust Lawyers, Vancouver
Geoffrey W. White, KC — Geoffrey W. White Law Corporation, Counsel, Clark Wilson LLP, Kelowna and Vancouver
Click here for full bios
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Estate Disputes in British Columbia: A Litigator's Guide
Practical guidance to confidently litigate estate disputes
This publication is essential for: estate litigation practitioners and those who advise on estate planning and administration matters
Current to: January 1, 2025
Need to know where to start with your client's estate dispute? Turn to Estate Disputes in British Columbia: A Litigator's Guide for coverage of the most common procedural and substantive issues in estate litigation.
Succinct discussions of substantive law will guide you on disputes from the validity of wills, wills variation claims, actions against fiduciaries, to disputes over inter vivos trusts and transfers. Helpful practice discussions and tips for navigating court procedures, managing clients, developing your litigation strategy, and preparing for evidentiary issues, along with step-by-step guidance on procedure, and sample forms and precedents, will help you efficiently prepare your case.
With this resource, you will be able to:
- apply the best method to resolve your client's dispute, from mediation to trial
- smoothly navigate the appropriate procedure that governs the dispute in your case
- quickly go to the leading cases on substantive issues to help you argue your case
Buy today and confidently litigate your clients' estate disputes. View a sample from this book!
Highlights to the 2025 update of Estate Disputes in British Columbia: A Litigator's Guide include:
- case law and legislation brought current to January 1, 2025, including the addition of over 45 new and notable cases
- new discussion and practical direction on the procedure when seeking a declaration of spousal status
- new commentary regarding the applicability of heteronormative factors when assessing the termination of same-sex relationships
- expanded discussion and case law examples dealing with issues of forum non conveniens in conflicts of laws
- expanded discussion of undue influence in the context of disputes regarding inter vivos transfers
- new content addressing applications for advice and directions where there is a dispute regarding assets subject to a beneficiary designation
- discussion of recent case law regarding the attribution of value to on-reserve lands not subject to a registered lease when an estate is governed by the Indian Act
- added discussion regarding the circumstances in which the court may also order costs against an unsuccessful petitioner for committeeship who has acted improperly or unreasonably complicated proceedings
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Wills and Personal Planning Precedents: An Annotated Guide
Save time and draft wills that your clients can understand
This publication is essential for: anyone looking for BC-specific sample clauses for wills and related personal planning documents
Current to: August 1, 2025
Clients are demanding legal documents they can comprehend, and wills clients are no exception. Immensely popular, Wills and Personal Planning Precedents: An Annotated Guide is your must-have tool for preparing plain language wills. It is the place to find BC-focused sample clauses for wills, powers of attorney, and other related documents. This guide also includes sample client questionnaires, forms, and letters along with commentary by Peter W. Bogardus, KC, Mary B. Hamilton, KC, and Sadie L. Wetzel explaining the use of clauses and alerting you to relevant law.
With this resource, you will be able to:
- draft wills and related documents more quickly and confidently
- fulfill your clients' need for clear understanding of their wills
- become more efficient by spending less time interpreting documents with each client
Buy today and draft wills confidently! View a sample from this book!
The 2022 Update to Wills and Personal Planning Precedents: An Annotated Guide includes substantive revisions to incorporate legislative amendments and other practice changes. All features of the book, including the clauses and precedents; checklists; case and statute tables; subject index; and accompanying disk containing the clauses and precedents, have been updated to June 15, 2022.
Some highlights of the 2025 Update include the following:
- updated case law, legislation, and commentary throughout
- significant updates to chapter 30 (Enduring Powers of Attorney), including commentary and clauses to draft powers of attorney under different attorneys authorized to act pursuant to certain conditions and restrictions
- new definitions clauses in chapter 2 (Definitions Clauses in the Will), including "Relevant Date" and "Relevant Articles Date" for clarity and conciseness, and "Shareholders' Agreement" and "Corporate Interest" to deal with corporate interests
- expanded commentary regarding taxes, compliance, and disclosure rules in chapter 9 (Real Estate Clauses in the Will)
- expanded commentary on ownership and limitations on transfer of shares, in addition to new and updated clauses dealing with tax-planned transfers of shares in chapter 10 (Corporate Interests, Advances and Loans, Reward Point Plans, Priority of Gifts, and Reproductive Material and Embryos Clauses in the Will)
- updated language in clauses for greater consistency throughout