Estate Planning Update 2018


Course Date: November 15, 2018

Total: 5h 41min

Welcome and Introduction

Genevieve N. TaylorLegacy Tax + Trust Lawyers, Vancouver


Family Law and Estate Planning

  • who is a spouse
  • risks and rewards of trust planning
  • using cohabitation agreements as an effective part of the estate plan
  • special considerations for blended families
  • where is the case law taking us

Lauren BlakeLegacy Tax + Trust Lawyers, Vancouver


Real Property Real Problems

  • property transfer tax
  • foreign buyers tax
  • speculation tax
  • vacant home tax
  • loss of principal residence for most trusts
  • new ownership reporting requirements

Alison Oxtoby — Balmains Law Corporation, Kelowna
Pam PriorKPMG LLP, Vancouver


Break


Family Trusts and CCPCs Post TOSI and Changes to the Taxation of Passive Income

  • how did we get here?
  • TOSI overview
  • passive income changes overview
  • what still works
  • what does not work
  • new strategies

David Christian — Thorsteinssons LLP, Vancouver


Planning in the Digital World

  • shutting down the online presence on death
  • online accounts and digital assets
  • cryptocurrency
  • points programs

Richard WeilandClark Wilson LLP, Vancouver


Networking Lunch (Provided)


US Expatriation and Other Cross-Border Planning Tools

  • a review of recent US tax changes
  • trust planning for US resident beneficiaries
  • US principal residence exemption
  • expatriation as a planning tool

Christine M. MuckleLegacy Tax + Trust Lawyers, Vancouver
Cheyenne J.H. ReeseLegacy Tax + Trust Lawyers, Vancouver


Update on Drafting and Other Issues for Alter Ego and Joint Spousal Trusts

  • drafting issues to consider
  • contribution of land and related issues
  • comparison of the use of these trusts versus multiple wills

Kirsten JenkinsNorton Rose Fulbright Canada LLP, Vancouver


Break


How to Protect Vulnerable Clients

  • assessing capacity to undertake estate planning
  • understanding and preventing undue influence
  • how to identify and address potential abuse, neglect, and self-neglect

Moderator: Genevieve N. TaylorLegacy Tax + Trust Lawyers, Vancouver
Andrea E. Frisby Legacy Tax + Trust Lawyers, Vancouver
Fiona Hunter Horne Coupar, Victoria