Tax & Estate Planning

The Modernization of the Estate Planning Process?

A Discussion of Recent Changes in BC and Alberta Remote Signings Officially Possible in Alberta Back in May, we excitedly announced that Wills, Enduring Powers of Attorney, and Personal Directives could be validly signed and witnessed via video conference in Alberta. While that was technically true, it became immediately clear that further guidance would be required in order to make the process workable. The initial language allowed witnessing to occur virtually, but it did not specify that each witness could sign a separate but identical version of each page of a Will (i.e. it did not allow counterpart signature pages)….


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Tax & Estate Planning

Virtual Witnessing of Estate Planning Documents (COVID-19)

The Provinces of Alberta and British Columbia have recently passed Ministerial Orders which will temporarily allow for the virtual witnessing of Wills, Enduring Powers of Attorney, Personal Directives (Alberta), and Representation Agreements (BC), provided certain requirements are met. Notably, the BC Order requires that the relevant document be witnessed by a lawyer or notary public, while the Alberta Order requires that the individual making the document receives advice from a lawyer respecting the making, signing and witnessing of the document. Effective from May 15, 2020 (in Alberta) and May 19, 2020 (in BC), individuals who wish to make or update…


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Tax & Estate Planning

Estate Planning in Uncertain Times

Caution: Documents prepared at home may not be effective in achieving your wishes Posted by: Britta Graversen | May 15, 2020 | Filed under: Estate Planning PLEASE NOTE: Since the...

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Tax & Estate Planning

STEP Canada / Canada Revenue Agency Roundtable (2019)

This year, two of our associates – Katherine Ratcliffe and Jocelyn Arnason – attended the 21stannual Society of Trust and Estate Practitioners (STEP) Canada National Conference in Toronto, Ontario on...

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Tax & Estate Planning

Alter-ego and Joint Partner Trusts

Click here to view in PDF. Alter-ego trusts and joint partner trusts are special types of revocable inter vivos trusts, which, if correctly structured in accordance with our tax rules,...

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Tax & Estate Planning

Family Trusts

Click here to view in PDF. A family trust is a type of trust established solely for the benefit of your family. There are two primary reasons you might wish...

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Tax & Estate Planning

Creating an Effective Trust

Click here to view in PDF. The most important decision you will have to make about your trust is the choice of the trustee(s). A trustee’s powers begin when the...

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Tax & Estate Planning

STEP Canada / Canada Revenue Agency Roundtable (2019)

This year, two of our associates – Katherine Ratcliffe and Jocelyn Arnason – attended the 21stannual Society of Trust and Estate Practitioners (STEP) Canada National Conference in Toronto, Ontario on...

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Tax & Estate Planning

Blended Families

Click here to view in PDF. Not only have blended families become increasingly prevalent in today’s world, but they often come together at a time when both spouses are more...

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Tax & Estate Planning

Business Succession

Click here to view in PDF. Succession of a family-owned business is ultimately comprised of three elements – leadership, governance, and ownership. In order to ensure a smooth transition and...

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