The testator is the individual who creates and signs a will, outlining how they wish their assets to be distributed upon their death. This role is pivotal, as it ensures their final wishes are clearly ...

My colleagues have written on the enforceability of in terrorem clauses, and the courts continue to confront challenges in reconciling the testator’s intent to impose an in terrorem condition with the ...

In Estate of Luce, the court of appeals affirmed a trial court’s admitting a will to probate where the decedent did not personally sign it and only communicating his desires by blinking. No.

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert. She ...

These tips will reduce the complications that come with the job Andrew Beattie was part of the original editorial team at Investopedia and has spent twenty years writing on a diverse range of ...

Adam Carvalho and Richard McDermott round up recent estate planning case law and consider some possible grounds for challenging a will In the case of Reading and another v Reading and others [2015] ...

The case of Barrett v Bem [2011] EWHC 1247 Ch is interesting because of the comments on the nature of probate jurisdiction, and for the guidance it gives on signatures on behalf of a testator. The ...

In a recent wills variation case, the BC Court of Appeal has upheld the testator's moral obligation to her estranged son. In Bautista v Gutkowski Estate, 2023 BCSC 1485, Pacita Gutkowski left a will ...

A number of the autumn issues of Investment Executive (IE) have included columns with themes related to planning and settling estates. Financial advisors should consider one key element of these ...

A recent case before the Court of Queen’s Bench of Alberta considered whether a testator had discharged her obligations to provide for her dependent family member when she had asked for the sale of a ...

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