Drafting Wills in Canada: A Lawyer's Practical Guide, 3rd Edition + USB

This book includes helpful examples of good and bad drafting, along with dozens of practical tips both for drafting and for managing a wills practice.

Publication Language: English

Published: December 24, 2021

Publisher: LexisNexis Canada

Product Format Details Qty
Book
$305.00
In Stock ISBN: 9780433502814
Softcover + USB | 692 pages

**Please note LexisNexis' USBs, CDs and DVDs are not compatible with Mac software.

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.

Appendices include:

  • 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

Preface

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

Bibliography

Index

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