Goodrich & ors v AB & ors [2022] WTLR 525
Wills & Trusts Law Reports | Summer 2022 #187W was the founder of WBL, an internationally renowned publisher of children’s books. In 1989 W instructed solicitors to create an employee trust (WBET) for WBL and transferred 51% of the WBL shares into WBET. The remainder of the shares were divided amongst family trusts established by W.
W died in 1991 and the shares in WBL held by the family trusts were distributed to employees and officers of WBL through a qualifying employee share ownership trust and a share incentive plan. Some of those shares were acquired from employees by the WBL Employee Share Ownership Plan (ESOP).
<...Rondel v Robinson Estate & ors [2011] ONCA 493 (CanLII)
Wills & Trusts Law Reports | July/August 2012 #121Blanca Robinson, the testator (T), owned property in Spain, England and Canada. She executed a will in 2002 intended to deal only with her European property (the 2002 Spanish will). By this she granted a life interest in her London flat to Dr Richard Rondel, the Appellant (A), with whom she had a long relationship and made it clear she had made another will dealing with her property outside Europe. In 2005, T sent her lawyer drafting instructions regarding a Canadian will (the 2005 Canadian will). The instructions related to the ‘entire residue of [her] estate’. Her lawyer, M...