Manage your probate and estate matters with confidence

This publication is essential for: practitioners who do estate administration or estate litigation work

Current to: March 14, 2019

If you work in estate administration, you know there is a high potential for error. Reduce the risk with British Columbia Probate & Estate Practice Manual, which takes you step-by step through handling probate and estate matters in BC. This longstanding manual is the answer to all your probate and estate administration questions, from initial contact with a personal representative to post-grant issues. This manual also covers difficult tax and conflict of laws issues, as well as potential areas for estate litigation.

With this resource, you will be able to:

• confidently advise personal representatives on how to successfully administer an estate
• prepare for and make probate and estate administration applications
• better avoid and handle contentious areas during the estate administration process

But now and master estate planning and administration! View a sample from this book!

Highlights of the 2019 Update include:

• captures amendments to the Wills, Estates, and Succession Act and Family Law Act (am. 2019-4-6)
  
  
• a new chapter featuring constructive and resulting trusts
  
  
• new developments regarding the speculation and vacancy tax, additional property transfer tax, the tax on split income, and other tax matters of note to practitioners
  
  
• several new or expanded topics; some examples are: exceptions to the TOSI rules (chapter 1); family property on the death of a spouse (chapter 2); citations under Rule 25-11 (chapter 4); bare trust assets (chapter 5); a table matching Latin terms to their corresponding WESA sections (chapters 5 and 6); changes to the Property Transfer Tax Return (chapter 10); presumptions of fact in proof of solemn form actions (chapter 18); and determining spousal status in wills variation claims (chapter 19).
  
  
• commentary on over 75 new cases
  
  
• updates throughout to incorporate all federal and provincial legislative and regulatory developments since last year’s Update; and all chapters, forms and precedents, checklists, and other features of the manual brought current to March 14, 2019. 

This title is also available as a Print and Online package.

CLEBC Legal Editor
Katelyn Rattray
krattray@cle.bc.ca

Chapters

Volume 1

1. Initial Advice for the Personal Representative

2. Devolution of Assets on Death 

3. Pre-Application Matters in Estate Grants 

4. Proceedings Relating to Estate Grants

5. Applications for Probate and Administration with Will Annexed

6. Applications for Administration without Will Annexed

7. Probate Fees

8. Bringing a Foreign Grant into British Columbia

9. Applications in the Course of Administration

10. Transmission and Transfer of Assets in Estate Administration 

11. Liabilities in Estate Administration 

12. Resulting Trusts, Unjust Enrichment, and Constructive Trusts

13. Taxation of the Deceased

14. Taxation of Estates and Testamentary Trusts

15. Special Tax Issues in Estate Administration 

16. Accounts in Estate Administration

17. Remuneration of Personal Representatives and Trustees

18. Remuneration of Lawyers in Estate Administration 

19. Proof in Solemn Form

20. Wills Variation Claims

21. Estates Under the Indian Act

22. Conflict of Laws in Estate Administration

Volume 2

Forms and Precedents

Legislation

Tables

Index

Editorial Board
Sandra L. Enticknap, QC — Miller Thomson LLP, Vancouver
Mary B. Hamilton, QC — Alexander Holburn Beaudin & Lang LLP, Vancouver
Michelle Isaak — DLA Piper LLP
Genevieve N. Taylor — Legacy Tax & Trust Lawyers, Vancouver
Geoffrey W. White — Geoffrey W. White Law Corporation, Kelowna - Counsel, Clark Wilson LLP, Vancouver

Authors
Shelley A. Bentley — Shelley Bentley Law Corporation, Vancouver
Jeffrey Bichard — Legacy Tax & Trust Lawyers, Vancouver
Lauren Blake — Legacy Tax & Trust Lawyers, Vancouver
Stephanie J. Daniels — Farris, Vaughan, Wills & Murphy LLP, Vancouver
Dwight D. Dee — Miller Thomson LLP, Vancouver
Elizabeth R. Edinger — Peter A. Allard School of Law, UBC, Vancouver
Sandra L. Enticknap, QC — Miller Thomson LLP, Vancouver
Andrea E. Frisby — Legacy Tax & Trust Lawyers, Vancouver
Peter J. Glowacki — Borden Ladner Gervais LLP, Vancouver
Suzanne H. Grant — Swift Datoo Law Corporation, Courtenay
Kay Gray — Grant Thornton LLP, Vancouver
M. Scott Kerwin — Borden Ladner Gervais LLP, Vancouver
Anna Laing — Farris, Vaughan, Wills & Murphy LLP, Vancouver
Roger D. Lee — DLA Piper (Canada) LLP, Vancouver
Helen H. Low, QC — Fasken Martineau DuMoulin LLP, Vancouver
Sharon A. MacMillan — Miller Thomson LLP, Vancouver
John R. Manning — John R. Manning Law Corporation, Nanaimo
Rose Shawlee — Richards Buell Sutton LLP, Vancouver
Genevieve N. Taylor — Legacy Tax & Trust Lawyers, Vancouver
Ingrid M. Tsui — Alexander Holburn Beaudin & Lang LLP, Vancouver
Richard T. Weiland — Clark Wilson LLP, Vancouver
Mark S. Weintraub, QC with contributions from Amy A. Mortimore, Richard T. Weiland, Rong (Lauren) Liang, Emily Clough, Gordon Behan, Aaron Pearl, Catherine Repel, Michael Scott and Polley Storey — Clark Wilson LLP, Vancouver
Geoffrey W. White — Geoffrey W. White Law Corporation, Kelowna - Counsel, Clark Wilson LLP
Susan A. Willis — Indigenous Services Canada, Vancouver