Alison Oxtoby
Case Law and Legislative Update [52min] Ethics Time: 5min

Date:

October 17, 2024

Course:

Estate Planning Update 2024

Contributor(s):

Alison Oxtoby

Wills Estates and Trusts » Estate planning, Executors and trustees, Tax issues, Trust planning, Curative provisions, Wills challenges

Presentation Content:

Slides: 2024 Case Law and Legislative Update
Paper: Case Law and Legislative Update – 2024

Overriding Powers [50min] Ethics Time: 10min

Date:

May 25, 2023

Course:

Trusts in the 21st Century 2023: The Seas are Getting Choppier

Contributor(s):

Alison Oxtoby

Wills Estates and Trusts » Trust planning

Presentation Content:

Slides: Overriding Powers in Trusts
Paper: Overriding Powers in Trusts

Puzzling Developments in Beneficiary Designations and Resulting Trust [53min] Ethics Time: 10min

Date:

November 3, 2022

Course:

Estate Planning Update 2022

Contributor(s):

Alison Oxtoby

Wills Estates and Trusts » Devolution of assets, Estate planning

Presentation Content:

Slides: Puzzling Developments in Beneficiary Designations and Resulting Trust
Paper: Puzzling Developments in Beneficiary Designations and Resulting Trust

Transparency Trends and Impacts on Planning [57min] Ethics Time: 0min

Date:

November 5, 2020

Course:

Estate Planning Update 2020

Contributor(s):

Alison Oxtoby

Wills Estates and Trusts » Estate planning, Executors and trustees, Trust planning

Presentation Content:

Slides: Transparency Trends: Impacts on Planning
Paper: Transparency Trends

Transfers Into Joint Tenancy: Resulting Trusts and Resulting Problems [16min] Ethics Time: 2min

Date:

March 6, 2020

Course:

Estate Planning Express 2020 - 15 Minute Topics

Contributor(s):

Alison Oxtoby

Wills Estates and Trusts » Devolution of assets, Estate planning

Presentation Content:

Slides: Transfers into Joint Tenancy: Resulting Trusts and Resulting Problems
Handout: Case Comment on Winstanley v. Winstanley, 2017 BCCA 265

Question Period: 3 [14min] Ethics Time: 0min

Date:

March 6, 2020

Course:

Estate Planning Express 2020 - 15 Minute Topics

Contributor(s):

Ian Humphries

Kirsten Jenkins

Roger D. Lee

Alison Oxtoby

Wills Estates and Trusts » Estate planning

Real Property Real Problems [52min]

Date:

November 15, 2018

Course:

Estate Planning Update 2018

Contributor(s):

Alison Oxtoby

Pam Prior

Real Estate » Tax issues
Tax » Income tax, Property transfer tax (see also Real Estate - Tax issues), Wills, estates and trusts tax issues
Wills Estates and Trusts » Estate planning, Tax issues

Presentation Content:

Paper: Real Property, Real Problems

Limited Partnerships [1h]

Date:

April 7, 2016

Course:

Working with Partnerships 2016

Contributor(s):

Alison Oxtoby

Business Law » Client Relations, Corporate governance, Ethics, Incorporation and organization, Partnerships, Practice, Tax issues
Tax » Corporate, Partnership

Presentation Content:

Paper: Working with Limited Partnerships

The Identifiable Testamentary Intention: Holograph Wills and Other s.58 Records [45min]

Date:

June 5, 2015

Course:

WESA - One Year (and a Few Months) Later 2015

Contributor(s):

Alison Oxtoby

Wills Estates and Trusts » Devolution of assets, Estate planning, Wills

Presentation Content:

Paper: The Identifiable Testamentary Intention: Holograph Wills and Other S. 58 Records

Case Law and Legislative Update [42min]

Date:

October 22, 2014

Course:

Estate Planning Update 2014

Contributor(s):

Alison Oxtoby

Family Law » Division of property, Marriage agreements
Tax » Wills, estates and trusts tax issues
Wills Estates and Trusts » Adult guardianship, Charitable giving, Devolution of assets, Estate planning, Tax issues, Trust planning

Presentation Content:

Paper: Estate Planning Case Law and Legislative Update 2014