Reported Decisions

Mackasey Estate (Re), 2022 ABKB 662 - Assisted executors appointed in an invalid will to validate that will and a partially typed and partially handwritten codicil. This decision has become a leading authority regarding the principles of rectification and validation of non-compliant or invalid wills. 

Slater Estate (Re), 2022 ABKB 859 - Assisted beneficiaries of an Estate where beneficiary designations of an investment account were in question. In this decision the Court considered several issues including beneficiary designations, construction of a hand-written will and the requirement for an Estate to be represented by a litigation guardian.

Gordon v Cote, 2023 ABCA 22 - Assisted an executor in successfully responding to an appeal of a decision made by a Justice in Chambers.  In this decision the Alberta Court of Appeal confirmed the authority of a Justice to exclude an expert medical report in a formal proof of will matter.

Gordon Estate (Re), 2023 ABKB 132  - Assisted an executor appointed in will being challenged on the basis of capacity and undue influence. In this decision the Court clarified and confirmed the validity of the will appointing Gregory’s client. This decision has become a leading authority with respect to dismissal of will challenges and has been upheld by the Alberta Court of Appeal.

Estate of Shirley Ann Dufour, 2024 ABKB 525 - Assisted beneficiaries in an executor misconduct and rectification application. In this decision the Court expanded the law of rectification. Furthermore,  Gregory’s clients were successful in removing an executor due to a conflict of interest.

Publications

Contributor to the Wills, Trusts and Estates module in Practical Guidance Canada, a publication by LexisNexis Canada Inc.