Online Practice Manuals

Sawdon Estate v. Sawdon

• 2014 ONCA 101
  • Go to CanLII for full text

The above case is referenced within:

1. British Columbia Estate Planning and Wealth Preservation (Current to: February 15 2023)
   • Chapter 7. Protecting the Estate Plan Against Challenges
     • II. Planning for Wills Variation [§7.2]
       • C. Limitations to Avoiding Wills Variation Actions [§7.14]
         • 4. Wills Variation Planning and Tax Consequences [§7.18]
   • Chapter 8. Joint Tenancies in Estate Planning
     • II. Judicial Treatment of Joint Tenancies [§8.2]
       • B. Sawdon Estate v. Sawdon: A Fourth Potential Outcome [§8.4]
       • C. Evidence the Court Considers to Determine the Transferor’s Intent [§8.5]
     • VIII. Tax Consequences of a Transfer into Joint Tenancy [§8.11]
       • A. Capital Gains Tax and Joint Tenancies [§8.12]
   • Chapter 10. Personal Use Real Estate in Estate Planning
     • VI. Estate Planning Opportunities for Personal Use Real Estate [§10.40]
       • A. Joint Tenancy of Principal Residence in Estate Planning [§10.41]
2. British Columbia Probate and Estate Administration Practice Manual (Current to: January 15 2023)
   • Chapter 2. Devolution of Assets on Death
     • III. Assets that Do Not Pass to the Personal Representative [§2.5]
       • A. Devolution of Joint Tenancies [§2.6]
         • 1. Characteristics of Joint Tenancies [§2.7]
           • b. Legal and Equitable Ownership [§2.9]
             • iv. Application of the Presumptions and Other Evidentiary Issues [§2.13]
3. Estate Disputes in British Columbia: A Litigator’s Guide (Current to: January 15 2024)
   • Chapter 6. Proceeding with Estate Litigation
     • V. Costs in Estate Litigation Proceedings [§6.51]
       • B. Administration Versus Adversarial Disputes [§6.53]
   • Chapter 15. Resulting Trusts, Unjust Enrichment, Constructive Trusts, and Secret Trusts
     • II. Resulting Trusts [§15.2]
       • E. Personal Property in Resulting Trust Claims [§15.18]
         • 2. Personal Property: Cases Where Presumption of Resulting Trust Rebutted [§15.20]
4. Wills and Personal Planning Precedents: An Annotated Guide (Current to: June 15 2022)
   • Chapter 35. Jointly Owned Property
     • I. Introduction to Joint Ownership Documents [§35.1]
     • V. Secret Inter Vivos Trust [§35.11]
       • A. Deed of Trust of Survivorship Interest [§35.12]