Estate Planning Update 2020
Course Date: November 5, 2020
Total: 5h 45min
Course Date: November 5, 2020
Welcome and Land Acknowledgement (9:00 – 9:10)
Genevieve N. Taylor — Legacy Tax + Trust Lawyers, Vancouver
Wills Formalities and the Fallout from COVID-19 (9:10 – 10:00)
- remote signing of wills and other documents
- electronic signatures and electronic wills
- precedents and practice tips
Richard Weiland — Clark Wilson LLP, Vancouver
BREAK (10:00 – 10:20)
Tax Update for Estate Planners (10:20 – 11:10)
- GRE status
- planning for charitable giving
- planning for post-mortem tax efficiencies
- considerations re: real property
Kate S. Marples — Legacy Tax + Trust Lawyers, Vancouver
BREAK (11:10 – 11:30)
Transparency Trends and Impacts on Planning (11:30 – 12:15)
- LOTA
- corporate transparency registers and proposed public disclosure
- proposed trusts registry
- CRA trust disclosures
- strategies to maximize privacy
Alison Oxtoby — Balmains Law Corporation, Kelowna
LUNCH BREAK (12:15 – 12:55)
Dual Wills and Non-trust Advanced Estate Planning (12:55 – 1:45)
- dual wills for probate-fee savings
- dual wills for different types of assets or different jurisdictions
- beneficiary designations tips and traps
- statements of values and principles such as letters of wishes
Martina Zanetti — Norton Rose Fulbright Canada LLP, Vancouver
BREAK (1:45 – 2:05)
Straddling the Border (2:05 – 2:50)
- US assets and Canadian owners
- Canadian assets and US owners
- US beneficiaries of Canadian estates/trusts
- Canadian beneficiaries of US estates/trusts
- foreign decision makers in incapacity and estate/trust planning
Christine M. Muckle — Legacy Tax + Trust Lawyers, Vancouver
Cheyenne J.H. Reese — Legacy Tax + Trust Lawyers, Vancouver
BREAK (2:50 – 3:10)
Incapacity and Undue Influence in an Uncertain World (3:10 – 3:55)
- e-wills: 'access to justice' or 'fraudsters playground'?
- what happens when the government forces the isolation?
- a new influencer: 'COVID made me do it'
- emerging 'best' practices: 'who's in the room'?
Geoffrey W. White — Geoffrey W. White Law Corporation & Counsel, Clark Wilson LLP, Kelowna & Vancouver
Closing Remarks (3:55 – 4:00)
Genevieve N. Taylor — Legacy Tax + Trust Lawyers, Vancouver
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Slides: Wills Formalities and the Fallout from COVID‐19
Paper: Wills Formalities and the Fallout from COVID‐19
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