FLA: Property Under the FLA - Lessons from Alberta, Saskatchewan, and Ontario


Course Date: April 25, 2014

Course Agenda ▼

Welcome and Introduction

Barbara J. Nelson, QC — Barrister & Solicitor, Vancouver
Scott L. Booth — Jenkins Marzban Logan LLP, Vancouver
Jeffrey A. Rose, QC — Mortimer & Rose, Vancouver

Review of BC Cases on Property under the FLA

  • when are “spouses” entitled to advance property claims under the FLA?
  • characterizing family property
  • characterizing family debt
  • setting aside agreements respecting property division

The Honourable Marion J. Allan — Clark Wilson LLP, Vancouver

Tracing Excluded Property

  • what is property “derived from” excluded property?
  • what evidence is required?
  • ways to lose the exclusion

The Honourable Madam Justice Donna Wilson — Court of Queen’s Bench, Saskatoon
Andrew J. Freedman, CPA, CA-IFA, CBV, ASA — Duff & Phelps Canada Limited, Toronto
Marie L. Gordon, QC — Gordon Zwaenepoel, Edmonton

Networking Break

Significant Unfairness

  • when is unfairness significant ?
  • how much excluded property can be retained before the division is significantly unfair?
  • family debt
  • can a spouse be compensated when excluded property is consumed by the family?
  • other section 95 factors

The Honourable Madam Justice Donna Wilson — Court of Queen’s Bench, Saskatoon
Marie L. Gordon, QC — Gordon Zwaenepoel, Edmonton

Networking Lunch

Excluded Property Used to Acquire Jointly Registered Property or Property in the Name of the Other Spouse

  • presumptions
  • gifts
  • trusts

The Honourable Madam Justice Donna Wilson — Court of Queen’s Bench, Saskatoon
Marie L. Gordon, QC — Gordon Zwaenepoel, Edmonton

Loss in Value of Excluded Property

  • comingled family and excluded property: who bears the loss?
  • depreciating property

The Honourable Madam Justice Donna Wilson — Court of Queen’s Bench, Saskatoon
Andrew J. Freedman, CPA, CA-IFA, CBV, ASA — Duff & Phelps Canada Limited, Toronto
Marie L. Gordon, QC — Gordon Zwaenepoel, Edmonton

Networking Break

Tracing Theory from an Accounting Perspective

  • including valuation issues under the FLA

Andrew J. Freedman, CPA, CA-IFA, CBV, ASA — Duff & Phelps Canada Limited, Toronto