Woman sought to have large inheritance placed in fully discretionary trust to avoid losing disability benefits
B.C. court finds executor's duty is to estate, not deceased
Both sides appealed rulings involving rep inheriting client's estate
Financial advisors can address property challenges, encourage clarity in wills
Ontario courts have the power to validate unsigned, unwitnessed documents as wills, raising risks for executors
Serving as a client's executor totally incompatible with rep's role, panel says
Core issue is ownership of the dog, which is considered property
Former fund rep was named in clients' wills and solicited money from them
Handwritten notes are deemed a valid codicil
Wills should consider various scenarios for the sequence of death among beneficiaries