Wills and Personal Planning Precedents: An Annotated Guide



Product Type: Publications - Print + Online
ISBN: 0-86504-955-6
Pages: 978
Price: $375.00


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Draft wills that your clients can understand

This publication is essential for: all lawyers who draft wills in British Columbia.

Current to: February 1, 2015

Immensely popular since it was first published in 1998, this collection of sample will clauses and documents includes representation agreements and many other BC-focused precedents. Peter W. Bogardus, QC, and Mary B. Hamilton and Sadie L. Wetzel of Davis LLP have created a book of wills precedents that your clients can understand. The annotations and commentary explain the use of optional clauses and alert you to the relevant law.

The book includes precedents for wills, nominations of committee, powers of attorney, representation agreements, codicils, insurance declarations, and other documents. It also includes will instruction questionnaires and forms, sample letters, and clauses on disk. The book is updated regularly. Subscriptions include online access with search capability and links to the full text of case law and legislation, and clauses on CD-ROM.

A recently added feature to the book's online version is the document builder. This newest feature allows users to select desired clauses, create complete document templates, save the templates for future use, and download the complete document to the user's computer.

ONLINE ONLY annual subscriptions include convenient online access with search capability, links to the full text of cases and legislation, downloadable forms and precedents, a document builder and regular updates. Subscribe now.

Highlights of the 2015 update

  • new title and larger binder to reflect the expanded scope of the book
  • new commentary and revised clauses for recent tax developments (e.g., graduated rate estates, joint liability for tax, qualified disability trusts)
  • updates to clauses to incorporate practice in the first year under the WESA
  • new annotated clauses and trust precedents, including §3.5A (sole executor with two alternates), §14.2A (outright gift payable in 36 months), §16.5A (outright gift and subsequent division after spousal trust), §16.20A (sprinkling trust for children), §19.14E (charitable donations), §20.6A (body donation), §39.3 (letter enclosing draft documents)
  • revisions to execution clauses (for the WESA), and registered plan clauses
  • expanded coverage of joint representation in chapter 39; also other significant updates to commentary in several chapters
  • all chapters and features of the book brought current to February 1, 2015

CLEBC Legal Editor
Jonathan M. Vogt
jvogt@cle.bc.ca

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