Issues with Do – It – Yourself Estate Planning | Episode 58

1) Holograph Wills. 2) Making an Asset Joint. 3) Mom Keeps Cash Only. 4) Loans to Adult Children. 5) Leaving the House to the Cat. Guest: Shannon James Shannon is an Associate with Carscallen LLP in Calgary. Shannon has represented clients in a variety of estate, trust and incapacity matters including the roles and duties of executors, trustees, guardians, attorneys and agents. She has also been involved with the interpretation and validity of wills, the removal and replacement of personal representatives and trustees, and the interpretation, variation, and termination of trusts. Shannon is a...