Wills and Trusts Collection Update

The library’s collection continues to be updated and expanded with new editions and titles, with the latest update to Widdifield on Executors and Trustees. Read below for a summary of this authoritative title and then keep scrolling to see what over resources we have in the area of Wills and Estate Law.

Widdifield on Executors and Trustees

“This seminal classic of Canadian legal literature has been completely revised and updated by an author team drawn from the front ranks of the profession nation-wide.

Widdifield on Executors and Trustees offers a comprehensive exposition of the law relating to the exercise of the duties and prerogatives of the executor or trustee in Canadian law.

“Each of the 17 original chapters has been brought up-to-date with case law and legislation from all jurisdictions to provide a national perspective. To reflect the development of the law in this area since the previous edition, a new chapter focusing on the impact of family law upon the administration of estates has been added.”

The library has several other recent texts to help solve your Will and Trusts questions.

Lewin on Trusts — 20th ed.  KF 730 .L4 2020
Lewin on Trusts gives an in-depth analysis of both general principles and practical considerations, covering all aspects of trusts law, including creation of trusts, jurisdiction and choice of law, the role and duties, indemnity and remuneration of trustees, the rights of beneficiaries, dispositive and administrative powers concerning trusts, trust proceedings and remedies, and regulation of trusts and trustees.

Drafting Trusts & Will Trusts in Canada — 5th ed. KF 730 .K48 2020

“…examines both the general and the technical issues that can arise in this area of the law, and deftly combines advice on the substantive law with useful drafting direction. The commentary covers the full range of practical concerns that underpin trust drafting, and highlights the possible problems practitioners may encounter, from coast to coast..”

The Executor’s Handbook — 6th ed. KF 778 .G73 2019

 “…a comprehensive and practical resource designed to assist the executor, administrator or liquidator with this undertaking, and provides the information and direction required to administer an estate in Canada, from start to finish.”

Newsletters and Current Awareness

For the most current information be sure to watch our blog for regular updates to our newsletters.

 Estates trusts and Pensions journal  – “covers new trends in estates and trusts with special coverage of pensions issues. Informative articles, insightful comments on important cases and new legislation, along with a discussion of useful texts in the area, make this a critical tool for anyone involved in the estates, trusts and pensions areas, such as lawyers, trustees, actuaries, custodians, and accountants. Published four times a year, each edition is packed with vital information, saving you time, while ensuring you stay current on the latest issues.”

WeirFoulds Estates & Trusts Newsletter – Reports and comments on recent court decisions and other developments in Canadian estates and trusts law. This newsletter is part of our Current Awareness journals that are available for Law Society Members. If you are interested in receiving regular emails of any of these newsletters email us at library@lawsociety.mb.ca

This helpful resources is available in the library on our workstations. It includes primary sources, commentary, precedents, and finding tools for planners, administrators and litigators.


See our full Wills Collection for even more titles and resources.

Will Week April 2022

Will Week is a week-long series of free public events to bring awareness to the importance of wills and estate planning. Seminars start Tuesday April 26, 2022. Visit the Library’s events calendar for session and registration information.

The event is a collaboration between the Manitoba Bar Association, The Winnipeg Foundation and the Public Guardian and Trustee. To learn more about Will Week, visit the Winnipeg Foundation website.

As part of this year’s Will Week, we have put together a digital book display using our collection of Wills, Estates, and Trusts texts.

To help you browse, we’ve compiled some of our most recent print titles, journal titles, and materials published by the Law Society of Manitoba into this virtual book display.


How to use this display

Click on the image of a title you’re interested in to view the catalog listing (includes the abstract and subject headings).

Our library catalog allows you to create a reading list and keep track of titles. Click “select” at the bottom left of the item’s catalog record. You can add as many titles as you like to your list and email or print it for future reference.

We hope you enjoy this digital book display!


Wills

The following print titles are available:


The following print titles are available:


Trusts

The following print titles are available:

Lewin on Trusts
Oosterhoff on Trusts
Waters Law of Trusts in Canada
Widdifield on Executors & Trustees

Law Society of Manitoba Materials

The following print titles produced by the Law Society of Manitoba are available:

Journals

We also subscribe to journals that exclusively cover the topics of Wills, Estates, and Trusts. Journal titles from HeinOnline Law Journal Library are available behind the Law Society Member Portal:

  • Estates Trusts and Pensions Journal (print – current to 2022; HeinOnline – available to 2018 online)
  • Estate Planning & Community Property Law Journal (HeinOnline – vol. 1-14, 2008-2021)

Contents Update: Estates Trusts & Pensions Journal

The latest edition of Estates Trusts & Pensions Journal has arrived and is now available for loan.

Volume 40 Number 3

From the Legislature

Is an RESP a Trust?…And So What If It Is?
Kira Domratchev

Articles

Inter Viros versus Testamentary Undue Influence: Origins, Differences, and Recent Developments
Kimberly A. Whaley and John E.S. Poyser

Estate Trustee Compensation: Considerations When Advising Clients in the Estate Planning Interview.
Sara Beheshti

Scottish Trusts in the Common Law
Lionel Smith

If you would like a copy of any of these articles, please email library@lawsociety.mb.ca and we would be happy to provide a pdf version (subject to copyright regulations).

Contents Update: Estates Trusts & Pensions Journal

The latest edition of Estates Trusts & Pensions Journal has arrived and is now available for loan.

The current issue, Volume 40 Number 2, February 2021 includes:

FROM THE LAW REPORTS

A Tale of Two Patrimonies: Limits on the Flexibility of Trust Law by Lionel Smith
More about Illusory Trusts: Is “Tantamount” to Ownership the Same as “Ownership”? The Privy Council Takes a Step Too Far by Joel Nikitman

ARTICLES

Will Challenges and the Limitations act, 2002: A Resconsideration by Matthew Furrow and Daniel Zacks
Security for Cost Motions in Estate Litigation by Jonathan Keslassy and Nicole Abergil
Guardianship as a Last Resort by Brendan Pooran, Stephanie Dickson and Saquiba Rahman

If you would like a copy of any of these articles, please email library@lawsociety.mb.ca and we would be happy to provide a pdf version (subject to copyright regulations).

The Value of Detailed Notes

Lawyers are taught to take detailed notes. Every conversation with a client, whether in person or by telephone, or written in a document or email, is recorded in order to back up actions taken and matters billed. It’s what you turn to when your client says “I didn’t tell you to do that” and you face a complaint.

Recent estates litigation in Ontario turned on the exemplary note taking of Solicitor Barry Smith. As noted by Gans, J.:

[32]      I digress to make one observation. Smith, who had been Helen’s, if not Eugene’s, solicitor for at least 7 years by the Spring of 2011, would best be described as an ‘old-school’ solicitor. He was not only a generalist, who made ‘house calls’, but was a man who was involved or involved himself with every aspect of a client’s affairs. He made copious notes to file, which I found to be unassailable in terms of providing me with the details of the events as they unfolded during the Spring and into the Summer of 2011.

This case involved all the usual suspects: a large estate, a testator recently diagnosed with Alzheimer’s, a power of attorney clash, and undisclosed codicils. But it was the note-taking by Mr. Smith that persuaded the judge that Mrs. Kates was competent.

When reading Kates Estate, 2020 ONSC 7046, don’t ignore the footnotes. There are some very interesting comments there as well.

The Importance of Keeping Good Notes”, Richard Worsfold and Reshma Kishnani, The Lawyers Daily, January 29, 2021.

Contents Update: Estates Trusts & Pensions Journal

The latest edition of Estates Trusts & Pensions Journal has arrived and is now available for loan.

The current issue, Volume 39 Number 4, August 2020 includes:

FROM THE LAW REPORTS

  • It has been Over 150 Years Since the First Partnership Act was Enacted. Do We Understand Yet The Nature of a Partnership Interest? The High Court of Australia Weighs in on the debate, by Joel Nitikman.
  • “Not a Case about a Mere Referral”: Reflections on Salomon v. Matte-Thompson, by Lauren Flam
  • Another Cautionary Tale for Executors: Case Comment on Muth Estate, by Rhonda M. Johnson
  • Equality, Equity, and Exclusion: The Effect of the Jackson Estate Decision on Common Law Partners, by Richard Niedermayer and Madeleine Coats

ARTICLES

  • Digital Assets, Cryptocurrencies and Estate Planning, by Aaron Grinhaus, Amanda Rosenstock and Raluca Soica
  • Who Gets What, and When?, by Ari Kaplan
  • Section 58 – The “Curative” Provision of the Wills, Estates and Succession Act, by Scott Boucher

If you would like a copy of any of these articles, please email library@lawsociety.mb.ca and we would be happy to provide a pdf version (subject to copyright regulations).