Wills, Estates and Trusts Conference 2011: Estate Planning Update
Course Date: November 2, 2011
Course Date: November 2, 2011
Welcome and Introduction
Elaine E. Reynolds — Legacy Tax + Trust Lawyers, Vancouver
Legislative and Case law Update: Wills, Estates and Succession Act Highlights
Gordon B. MacRae, QC — Legacy Tax + Trust Lawyers, Vancouver
Understanding and Drafting Alter Ego and Joint Partner Trusts
- an in depth review of a joint partner and common law trust indenture and the relevance of the provisions
- tips for drafting and funding joint partner trusts
- other tax consequences
David G. Thompson — Thorsteinssons LLP, Vancouver
Networking Break
Beneficiary Designations
- tax consequences—RRSPS, RRIFs, pensions, insurance
- in trust designations
- charitable gifting
- restrictions on transfers
- effect of marital breakdown
Michelle L. Isaak — Davis LLP, Vancouver
Multiple Wills
- primary and secondary wills and probate fees
- changes under WESA
- multi-jurisdictional wills—why use them?
Kenneth N. Burnett — Miller Thomson LLP, Vancouver
Networking Lunch
US Gift and Estate Update
- what's new for 2011 and 2012 and how is it relevant for Canadian practitioners
- the US vacation home and creative solutions
Bonita Loughlin — KPMG, Vancouver
Cheyenne J.H. Reese — Legacy Tax + Trust Lawyers, Vancouver
Executor and Trustee Compensation and Expenses
- professional charging clauses
- pretaking compensation
- timing of payment of legal fees
- best practices for drafting
Fiona Hunter — Horne Coupar, Victoria
Planning For Incapacity
- powers of attorney, representation agreements, and advance directives for health care
- choosing and compensating your attorney/representative
- springing powers of attorney vs. escrow agreements
- safeguarding your clients from undue influence in later life
Geoffrey W. White — Geoffrey W. White Law Corporation, Kelowna
Networking Break
Planning to Avoid Litigation: Tips For Solicitors From a Litigator
- minimizing the possibility of successful WVA claims
- pitfalls in joint tenancy and inter vivos transfers
- assessing and documenting testamentary capacity and undue influence issues
- preparing solicitor’s notes with an eye to production
Helen H. Low — Fasken Martineau DuMoulin LLP, Vancouver
Matrimonial Issues
- the use of marriage agreements and cohabitation agreements to preserve estate plans
- preventing, managing, and dealing with conflicts of interest when acting for couples
- the impact of family law claims on estate planning measures, including trusts
- estate planning tips for blended families
Scott L. Booth — Jenkins Marzban Logan LLP, Vancouver
Elaine E. Reynolds — Legacy Tax + Trust Lawyers, Vancouver
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