A key goal of professional planning, especially estate planning, is to avoid the potential for disputes which are often expensive and disruptive to personal or other relationships. Unfortunately, even the best planning cannot avoid all disputes but understanding how challenges come about can be instructive for avoiding them.

The information here is intended to outline basic principles rather than provide an indepth discussion of specific issues the resolution of which can vary across the different jurisdictions of Canada. Also, there is simply too much information to provide in a website. Professional resources covering these subjects span hundreds and even thousands of pages.