CLE Online

Welcome and Land Acknowledgement (9:00 – 9:10)

Nadia Myerthall — Program Lawyer, CLEBC, Vancouver
Cheyenne J.H. Reese — Legacy Tax + Trust Lawyers, Vancouver

Estate Planning Tools and Techniques (9:10 – 10:05)

• wills and multiple wills
• other estate planning tools
• alter ego/joint partner trusts
• other inter vivos trust planning
• planning for incapacity

Peter J. Glowacki — Borden Ladner Gervais LLP, Vancouver

Tax Planning for Family Succession—Freezes, Trusts, and Traps (10:05 – 11:00)

• why plan (not just to pay the lawyer)
• freezes for generational transfer
• trusts in the freeze context (on freeze and sunset of 21 years)
• shareholders' agreements
• real property disclosures and taxes
• potpourri of practice tips and traps: compliance, integration with other planning, and health checks

Rose Shawlee — Boughton Law Corporation, Vancouver

BREAK (11:00 – 11:15)

Joint Tenancies (11:15 – 12:10)

• how to create a joint tenancy
• new filing requirements affecting joint tenancies (including real property and trusts)
• benefits of joint tenancies
• risks and traps of joint tenancies

Ingrid M. Tsui — Alexander Holburn Beaudin + Lang LLP, Vancouver

NETWORKING LUNCH (provided) (12:10 – 1:10)

The Family Business—Governance and Strategic Advising for the Family Enterprise (1:10 – 2:00)

• family businesses/family enterprise
• strengths and challenges of the family enterprise
• the three-circle model: taking a systems approach
• understanding family dynamics of family business
• family enterprise governance
• governance structures for the family enterprise and its component systems—family, business, owners
• family councils, shareholder forums, advisory boards, and other governance structures/mechanisms
• role of strategic advisor to family enterprise clients; multi-disciplinary advising

Julia Y. Chung, CFP, CLU, FEA, TEP — Spring Planning, South Surrey

The Intersection Between Family Law and Family Enterprise Wealth Preservation (2:00 – 2:50)

• the breakdown of spousal relationships and the resultant challenges for the family enterprise
  • corporate interests
  • trust interests
• using domestic agreements to protect the family enterprise
• shareholders agreements as a means of managing risk

Scott L. Booth, KC — Jenkins Marzban Logan LLP, Vancouver

BREAK (2:50 – 3:05)

Case Update and Litigation Highlights (3:05 – 3:55)

• general update on estate and trust cases that may affect estate planning

Aaron Pearl — Clark Wilson LLP, Vancouver

Concluding Remarks (3:55 – 4:00)

Cheyenne J.H. Reese — Legacy Tax + Trust Lawyers, Vancouver