James Steele presents at STLA Fall Conference

STLA Fall Conference

Challenging Wealth Transfers: Themes, Trends & Tools

James Steele will be presenting at the STLA’s fall conference: Challenging Wealth Transfers: Themes, Trends and Tools on October 22, 2021.

James’ presentation is entitled “Steps in a Will Challenge” and he will walk through the steps in challenging a will including general procedure; challenging undue influence and capacity; where to obtain evidence; and how to avoid a Will challenge in the first place.

October 22, 2021

9:00 am – 4:30 pm

Virtual conference via Zoom

CPD hours: 6 with 2.5 qualifying towards “ethics”

Exemptions when Dividing Family Property: What You Need to Know

Many twists and turns are involved when dividing family property following a separation. There are special rules for dividing the family home, equitable claims that can be made, and many issues to consider. One such issue which can add complexity is exemption claims....

Saskatchewan Estate Litigation Update: Campbell v. Cooper, 2017 Carswell Sask 334, 2017 SKCA 55

This article offers a case comment on a 2017 Saskatchewan decision, Campbell v. Cooper. The decision reminds us that beneficiaries who have been wronged by an executor should remember to begin an action within 2 years of when they discover said wrong.Facts: The...

James Steele presents to STEP Canada

James Steele presented on February 23, 2022, to STEP Canada, an internationally recognized body of trust and estate practitioners. James presented on the topic of contested estates, and how to navigate such disputes. Related News and Articles

James Steele featured in January 2022 edition of Canadian Lawyer Magazine

James Steele is featured in the January 2022 edition of Canadian Lawyer Magazine. In it, James discusses the reasons why an up-to-date Power of Attorney is more important than ever. Read the article here.Related News and Articles

Estate Litigation Update: Poole v Dailey, 2020 SKQB 226

I practise in the area of estate litigation and am often reminded of the importance of having a clearly drafted Will. A good recent example comes from the decision in Poole v Dailey, 2020 SKQB 226. The deceased had left his estate between his two children, Brian and...

Saskatchewan Estate Litigation Update: Hayes v Swift, 2021 SKQB 132

The recent decision in Hayes v Swift, 2021 SKQB 132 offers a reminder that beneficiaries should ensure they have real evidence of executor wrongdoing before they bring a court application against an executor. Facts: The testator, Bernard William Hayes, had passed...

Saskatchewan Estate Litigation Update: Whelan v Chaszewski, 2021 SKQB 286

The recent decision in Whelan v Chaszewski, 2021 SKQB 286 offers guidance for a situation in which two competing parties want to be appointed to administer an estate. The lesson from Whelan is that a court will not generally appoint a party who has a potential...

Saskatchewan Estate Litigation Update: Vance (Re), 2021 SKQB 320

The recent decision in Vance (Re), 2021 SKQB 320, reminds us of the importance of keeping our wills updated. The application in Vance was brought by De-Anna Lynn Bailey, in relation to the estate of her nephew, James Benjamin Gilbert Vance (“Deceased”). Background To...

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James’ most recent article relating to Professional Regulation and the Duty of Fairness in Investigations is featured in the Winter 2021 edition of Bar Notes, the magazine of the Canadian Bar Association Saskatchewan Branch. In it, James canvasses recent case law and...

Funeral expenses: Why executors should pay them promptly

This article discusses the payment of funeral expenses out of an estate, and why executors should pay them promptly. The first reason is practical. After death, the funeral home is often the first to provide a service to the estate. It disposes of the body in a safe...

Saskatchewan Estate Litigation Update: Nicklen Estate, 2021 SKQB 208

The recent Saskatchewan decision in Nicklen Estate offers a reminder of the importance of making changes to your will while you still can. If you draft “notes to self” but postpone actual changes to your will, it may be too late.

Saskatchewan Estate Litigation Update: Fraser v Mountstephen, 2021 SKQB 192

The recent case of Fraser v Mountstephen offers reminder that not every irregularity with a Will can justify subjecting that Will to litigation. Background Blair Fraser died without children. He named a friend, Lori Ann Mountstephen, as Executrix. He left his entire...

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James Steele presents at STLA Fall Conference

STLA Fall Conference

Challenging Wealth Transfers: Themes, Trends & Tools

October 22, 2021

9:00 am – 4:30 pm

Virtual conference via Zoom

Related News and Articles

Exemptions when Dividing Family Property: What You Need to Know

Saskatchewan Estate Litigation Update: Campbell v. Cooper, 2017 Carswell Sask 334, 2017 SKCA 55

James Steele presents to STEP Canada

James Steele featured in January 2022 edition of Canadian Lawyer Magazine

Estate Litigation Update: Poole v Dailey, 2020 SKQB 226

Saskatchewan Estate Litigation Update: Hayes v Swift, 2021 SKQB 132

Saskatchewan Estate Litigation Update: Whelan v Chaszewski, 2021 SKQB 286

Saskatchewan Estate Litigation Update: Vance (Re), 2021 SKQB 320

James Steele featured in Winter 2021 Edition of Bar Notes

Funeral expenses: Why executors should pay them promptly

Saskatchewan Estate Litigation Update: Nicklen Estate, 2021 SKQB 208

Saskatchewan Estate Litigation Update: Fraser v Mountstephen, 2021 SKQB 192