Hot Off the Judicial Presses: Estate and Trust Case Law Update 2025
Presented by the CBA Alberta Wills & Trusts (South) Section
Join us for a comprehensive review of the most significant Alberta estates decisions from the past year. The themes emerging from recent jurisprudence cut across every area of estate practice.
- Planners: How courts are scrutinizing capacity, undue influence, and suspicious circumstances when wills are challenged, and what the case law says about the use of joint accounts and inter vivos gifts as planning tools.
- Administrators: The scope of personal representative duties, beneficiary standing, court directions, and disclosure obligations on ex parte and surrogate applications.
- Litigators: Mareva orders and asset preservation in the estates context, the presumption of resulting trust in jointly held assets, blended-family and family property interactions, and the costs consequences of unsuccessful estate proceedings.
Practical takeaways will be drawn from leading decisions including:
- Barwick v Williamson,
- Ripley Estate v Ripley,
- Steele Estate v Prairie Bible Institute,a
- Aschenbrenner v Barr,
- Lalonde v Waddell, and
- Schneider v Homenick.
A must-attend session for anyone whose practice touches estates.
PRESENTERS
Eleanor Carlson (Partner, Carbert Waite LLP)
Davud Camgoz (Associate, Carbert Waite LLP)
MEETING DETAILS
| Date: |
Tuesday, May 12, 2026 |
| Time: |
12:00 Noon (MT) |
| Location: |
CBA Alberta Calgary office
710 First Alberta Place | 777 - 8 Avenue SW, Calgary |
Participant Disclaimer
Due to rising food costs, we cannot accommodate drop-in attendees. If you have not registered for the in-person event by the RSVP deadline indicated above and would still like to attend the event, you are welcome to register by webcast or watch the recording on demand once it is available.
All materials related to this event are for the sole use of the registrant, and may not be copied, reproduced, uploaded, posted, publicly displayed, translated, distributed, shared, modified, made available on a network or other website, used to create derivative works or transmitted in any form or by any means whatsoever without the prior express written permission of the Canadian Bar Association.
Cancellations made no later than 48 hours prior to the event are eligible for a refund. On-demand or non-subscribers who confirm and do not attend will still be charged the registration fee. Section subscriptions are non-transferrable, nor are substitutions permitted at meetings. You must be a current national CBA member to attend.
