CLE Online

Welcome and Introduction

David C. Dundee — Paul & Company, Kamloops
Hugh S. McLellan — McLellan Herbert, Vancouver

Securing Income for Old Age: Pensions, Pension Division, and Annuities

• update on pensions under the FLA
• advice on issues involving older clients
  
  Colin Galinski — Galinski Pension and Benefits Law Corporation, Vancouver

Networking Break

How Trusts are Used to Deal with Aging, Death, and Divorce

• how are inter vivos trusts used in estate planning?
• how are testamentary trusts used in estate planning?
• how does the FLA deal with trusts?
• tax implications of the FLA
  
  Emma J. Ferguson — DLA Piper (Canada) LLP, Vancouver
  Fiona Hunter — Horne Coupar, Victoria 

Identifying and Responding to Elder Abuse

• financial exploitation
• physical abuse
• psychological abuse
• neglect and self neglect
• resources for practitioners
  
  Kevin Smith — Staff Lawyer, BC Centre for Elder Advocacy and Support, Vancouver

Networking Lunch

Planning for Children: Children's Property and Status

• planning in pre-nuptial or cohabitation agreement
• appointing standby, temporary and testamentary guardians
• default guardianship issues
• conflicts with Master Joyce terms
• planning in wills
• planning in trusts
• insurance – implications for making children beneficiaries
• applying to be children’s property trustee
• status of children and standing in some of these issues
  
  David C. Dundee — Paul & Company, Kamloops
  J. Cherisse Friesen — Legal Counsel, Child and Youth Services, Public Guardian and Trustee of BC, Vancouver
  Andrea E. Frisby — Legacy Tax + Trust Lawyers, Vancouver

Polyamorous Relationships and Family Law in British Columbia

• the demographics and family characteristics
• the problems of triads and tetrads in a world built for dyads
• polyamorous families and the Family Law Act
  
  John-Paul E. Boyd — Executive Director, Canadian Research Institute for Law and the Family, Calgary

Good Intentions, Unintended Consequences: Whose Property is it Anyway?

• intentions
  • assisting a family member
  • avoiding probate fees/”estate planning”
  • protecting family wealth or a vulnerable family member
• death, divorce, estrangement: unintended consequences
  • no documents but it was “always understood that…”
  • incomplete, ambiguous, conflicting and ignored documents
  • Limitation Act and exceptions
• final thoughts
  
  Jane A. G. Purdie, QC — Hambrook & Company, White Rock
  Vanessa J. D. Van Sickle — Barrister & Solicitor, Surrey

Networking Break

Tax Implications 

• taxation of pension divisions on death or divorce
• tax aspects of insurance planning in light of the 2016 changes
• select tax issues of inter vivos trusts and testamentary trusts used in estate planning
• tax implications of transfers to children not utilizing inter vivos trusts and testamentary trusts
• tax planning opportunities on matrimonial and estate property divisions of corporate assets
   
  Kenneth R. Hauser — Kenneth R. Hauser Law Corporation, Kamloops 

FLA and WESA Primer

• tips for working together
• separation and unmarried spouses
• FLA vs. WESA wills variation claims
• estate issues for family law agreements
  
  John-Paul E. Boyd — Executive Director, Canadian Research Institute for Law and the Family, Calgary
  Geoffrey W. White — Geoffrey W. White Law Corporation, Counsel, Clark Wilson LLP, Kelowna & Vancouver