Employment Law Conference


Course Date: April 18, 2002

Course Agenda ▼

Welcome and Introduction

Shelley A. Bentley — Kerr Redekop Leinburd & Boswell, Vancouver
Kenneth N. Burnett — Miller Thomson LLP, Vancouver

Acting For Blended Families: Conflicts, Confidentiality, and Other Considerations
                       

         • client management 
         • retainer agreements 
         • who is in the room? 
         • ethics 
 
         Kim A. Karras — Brawn Karras & Sanderson, Surrey

Wills as a Planning Tool

         • wills, mirror wills, and mutual wills             
         • legal theory 
         • the contractual side 
         • when and how should they be used 

         Gordon B. MacRae, QC — Legacy Tax + Trust Lawyers, Vancouver

Networking Break

Family Law Tools and Issues

         • custody and guardianship of stepchildren 
         • child support for stepchildren and children of the relationship 
         • using marriage agreements to control asset division 
         • hazards of cohabitation agreements
 
         John-Paul E. Boyd — Aaron Daykin Gordon Nordlinger, Vancouver

Lunch (on your own)
 
Trust Tools and Issues 
  • survey of the options and benefits of spousal trusts
  • alter ego trusts joint partner/spousal trusts other options transfer of property to trusts

         Sandra L. Enticknap — Miller Thomson LLP, Vancouver

 
Other Tools joint tenancies update post-Pecore
  • usage considerations in using for personal property vs. real property
  •  

using bare trust declarations with joint tenancies

  • deeds of gift insurance declarations
  • when to utilize important terms
  •  
             Fiona Hunter — Horne Coupar, Victoria
     
    Networking Break
     
    Some of the Risks of the Planning Tools
     
    A. Wills Variation Act
     
             • recent case law specific to blended families
             • the consideration of legal and moral obligations in the blended family context
             • law relating to common law spouse vs. adult children variation claims
     
             Helen H. Low — Fasken Martineau DuMoulin LLP, Vancouver
     
    B. The Public Guardian and Trustee’s Involvement in Wills Variation Act Proceedings: When, Why, and How
     
             • the PGT as litigation guardian
             • comments to the court
             • the PGT’s perspective on the unequal treatment of beneficiaries
     
             Kerry D. Sheppard — Office of the Public Guardian and Trustee, Vancouver
     
    C. Fraudulent Conveyance
     
             • overview of Fraudulent Conveyance Act and recent case law
             • application to estate planning—are traditional estate planning tools subject to the Act?
             • are potential WVA claimants protected?
             • does a valid estate planning purpose eliminate the taint of an improper concurrent purpose?
             • other observations
     
             Duncan J. Manson — Owen Bird Law Corporation, Vancouver
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