Resources

materials from Jana Taylor from Joint Elder Law/Wills & Estates March 23, 2016 Meeting

This presentation provides a vast overview of wills and estates, including relevant legislation, important documents and ensuring legal capacity.

This presentation involves a case study regarding a client who wishes to make a substantial gift during life. The presenters discuss different issues that would need to be looked at in this type of case, such as tax implications, loss of control and the motivation for making the gift.

This presentation involves a case study regarding a client who wishes to make a substantial gift during life. The presenters discuss different issues that would need to be looked at in this type of case, such as tax implications, loss of control and the motivation for making the gift.

This presentation looks at resulting trusts, and particularly goes over the situations in various cases dealing with joint accounts between parent and child. The presenter then describes the different grounds for attack available for these cases, as well as the type of evidence that may be involved.

This presentation looks at resulting trusts, and particularly goes over the situations in various cases dealing with joint accounts between parent and child. The presenter then describes the different grounds for attack available for these cases, as well as the type of evidence that may be involved.

This paper discusses in detail the different grounds that one may use when attempting to attack a joint tenancy. The grounds include: lack of intent/presumption of resulting trust, lack of capacity, undue influence, fraud, coercion, unconscionable bargain and more.

PowerPoint presentation by Johanna Caithness, Fillmore Riley LLP (presented at the November 27, 2015 Meeting)

PowerPoint presentation by Anita Southall, Fillmore Riley (presented at the September 30, 2015 Meeting)

by Blair Filyk