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.

Cross-Canada Panel:

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

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Registration $35

No Charge for Estate Planning Council of Canada Members

Guests are welcome - this event is for Professional Advisors only.

Membership Information