Advanced Financial Issues in Family Law 2024


Course Date: October 24, 2024

Full Course Materials
Total: 5h 20min
Total Ethics: 1h
Course Introduction and Land Acknowledgement (9:00 – 9:10)
 
Nadia Myerthall — Program Lawyer, CLEBC, Vancouver
Todd R. Bell — Farris LLP, Vancouver
Scott L. Booth, KC — Jenkins Marzban Logan LLP, Vancouver
 
The Intersection of Property Division and Bankruptcy and Insolvency Issues (9:10 – 10:15)
 
  • allocation of family assets and debts in bankruptcy
  • insolvency regimes—overview of restructuring, bankruptcy, and proposal processes
  • priorities and exclusions
  • fraudulent conveyances and fraudulent preferences
  • professional and ethical considerations
Rebecca M. Morse — Farris LLP, Vancouver
Roja Safartabar — Aaron Gordon Daykin Nordlinger LLP, Vancouver
 
When Fair Market Value May Not Be So Fair (10:15 – 11:20)
 
  • beneficial interests in discretionary trusts
  • unique share structures
  • closely held companies with disparate assets
Kiu Ghanavizchian, CPA, CA, CBV, MBA — Blair Mackay Mynett Valuations Inc., Vancouver
 
BREAK (11:20 – 11:35)
 
Tax Issues (11:35 – 12:40)
 
  • when one spouse is an American citizen
  • section 19(1) of the Guidelines and imputing tax
  • capital gains changes and principal residence issues
  • addressing undisclosed tax issues
  • ongoing CRA audits and tax disputes
Michelle Moriartey — Farris LLP, Vancouver
Jeff Robinson — Rush Ihas Hardwick LLP, Kelowna
 
NETWORKING LUNCH (provided to in-person registrants) (12:40 – 1:40)
 
Managing Complex Financial Cases (1:40 – 2:40)
 
  • strategies
  • practice management—time and resources
  • disclosure
  • generational wealth
Todd R. Bell — Farris LLP, Vancouver
Scott L. Booth, KC — Jenkins Marzban Logan LLP, Vancouver
 
BREAK (2:40 – 2:55)
 
Guideline Income Reports (2:55 – 3:55)
 
  • when they are necessary
  • facts and assumptions
Ian B. Hayward — Hayward Sheppard, Vancouver
Farida Sukhia, CPA, CA, CBV — Blair Mackay Mynett Valuations Inc., Vancouver
 
Closing Remarks (3:55 – 4:00)
 
Todd R. Bell — Farris LLP, Vancouver
Scott L. Booth, KC — Jenkins Marzban Logan LLP, Vancouver