Archive for December, 2013

Summary: The 2012-2013 Public Guardian and Trustee Annual Report

The B.C. Public Guardian and Trustee (“PGT”) recently issued its Annual Report for 2012-2013.   From 2012–2013, the PGT served approximately 30,300 clients and managed approximately $893 million of client assets. Most PGT clients have some vulnerability often resulting from their status as minors or mental incapability.  Clients can include:   • Children in continuing care… View this post »

Estate litigation in the happiest place on earth?

A recent article in the National Post discusses the bitter legal battle that has been going on between Walt Disney’s 43-year old twin grandchildren, Brad and Michelle Lund. The grandkids are beneficiaries of a testamentary trust that was created in their mother’s will and is estimated to be worth more than $300 million dollars. The… View this post »