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Drafting Wills in Canada: A Lawyer's Practical Guide, 3rd Edition + USB
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An Essential Resource For Any Lawyer Who is Asked to Draft Wills
In Drafting Wills in Canada: A Lawyer's Practical Guide, 3rd Edition, authors Robyn Solnik, Brian Gillingham and Caroline G.S. Kiva demonstrate the most common errors made by solicitors in drafting wills, powers of attorney, and other estate planning documents. The detailed explanations give readers deep insight into why the errors are wrong and what can be done to correct them.
The 3rd Edition includes helpful examples of good and bad drafting, along with dozens of practical tips both for drafting and for managing a wills practice.
Over 100 Precedents
Solnik, Gillingham and Kiva chose precedents that can be used to correct the most common errors in drafting, and those that they found to be the most useful. Precedents are in both the book and provided on a USB so that readers can tailor them to their practice needs.
- Examples of complete wills (single will; primary will; secondary will)
- Table of cases
- Additional resources
What's New In This Edition
- New chapter on First Nations Estates under the Indian Act
- Comprehensive tax matters section in the Business Interests chapter providing an overview of common income tax planning issues for business owners in the context of estate planning
- Recent case law, as well as key changes to federal tax law and wills and attorney legislation in several provinces
- Updated content on dealing with digital assets, charitable giving and graduated rate estates
A Great Resource For:
- General practitioners new to drafting wills or who only prepare a few – a practical handbook with valuable tips and precedents for drafting
- Wills, estates and trust lawyers – to assist in preparing well-drafted wills; a great refresher
- Wealth management professionals – for reference when dealing with wills issues
Table of contents
Chapter 1: Introduction
Chapter 2: Using Technology for Profitability
Chapter 3: Introductory Clauses
Chapter 4: Beneficiary Designations
Chapter 5: Appointment of Executor and Trustee
Chapter 6: Personal Property
Chapter 7: Business Interests
Chapter 8: Real Property
Chapter 9: Legacies
Chapter 10: Residue
Chapter 11: Trusts
Chapter 12: Executor and Trustee Powers
Chapter 13: Guardianship of Minors, Funeral Directions, Codicils and Memoranda, Family Definitions, and Other Will-Related Maters
Chapter 14: Multiple Wills
Chapter 15: Quebec Wills
Chapter 16: First Nation Estates Under the Indian Act
Chapter 17: Powers of Attorney
Chapter 18: Practice Matters
Appendix A: Complete Wills
Appendix B: Options Regarding Will Maker’s RRSP for Financially Dependent Children or Grandchildren
Appendix C: Websites, Resources, and Selected Table of Cases
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