Advisors are finding there are many different stripes of relationships, and this presents a great challenge for planning. It is important to understand the impact a spousal relationship can have on financial interests and estate plans. When advising clients, we need to know the whole story, because the smallest detail can make a big difference in planning.
The legal definition of a spouse is found in different pieces of legislation in each Province – and the impact of those definitions is different across the country as well.
We will explore where to look for the definition of a legal spouse and which legislation applies. Our panel will explain the implications for estate planning when a spouse exists. And what are the claims of a spouse when there is no Will? Can a spousal relationship void a Will or be used to challenge a Will? We will also touch on additional considerations of aging and spousal declarations.
Connie den Hollander - Partner at Knott den Hollander Law Firm - Saskatoon
Brenda Edwards - Passages: Wills, Estates and Probate Law - Calgary
David Freedman - Law Professor | Counsel, Wagner Sidlofsky LLP | Certified Specialist (Estates & Trust Law) - Toronto
Nicholas LeBlanc - Legal information Society of Nova Scotia - Halifax
Gali Gelbart - Estate and Trust Lawyer at Scotia Wealth Management - Victoria
No Charge for Estate Planning Council of Canada Members
Guests are welcome - this event is for Professional Advisors only.
We promote cross-education, referrals and connection for Estate Planning professionals and foster a collaborative approach to Estate Planning and share Estate Administration best practices.
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