Authors: Michael Klaray & Jordan Achtymichuk

It can be very difficult to challenge beneficiary designations. Until recently, the law in Alberta on this issue was unsettled, and jurisprudence in other provinces remains divided. This paper outlines the development of law in this area, starting with the seminal case of Pecore v Pecore, up to an including the recent Alberta Queen’s Bench decision in Roberts v Roberts.

This paper is part of a collection presented at LESA’s 2022 Refresher: Wills and Estates program in Banff on April 29-May 2, 2022.