Advising Trustees, Beneficiaries and Others 2026
Course Date: June 4, 2026
Total: 5h 26min
Total Ethics: 1h
Advising Trustees, Beneficiaries and Others 2026
Course Date: June 4, 2026
Total: 5h 26min
Total Ethics: 1h
Course Introduction and Land Acknowledgement (9:00 – 9:10)
Nadia Myerthall — Program Lawyer, CLEBC, Vancouver
Fiona Hunter — Horne Coupar LLP, Victoria
Fiona Hunter — Horne Coupar LLP, Victoria
Being a Trustee—What's Involved (9:10 – 10:10)
- basics
- responsibilities, duties, risks
- terms of trust
- letter of wishes and ancillary documents
- reporting requirements
- unusual situations
Nikki Hildebrand — Norton Rose Fulbright Canada LLP, Vancouver
Trustee Decisions, or the "Rock and the Hard Place" (10:10 – 11:10)
- discretionary decisions and the "proper purpose" doctrine
- seeking advice and directions (and judicial blessings)
- trustee liability and exoneration
- resignation and discharge: what's involved?
Scott Kerwin — Borden Ladner Gervais LLP, Vancouver
BREAK (11:10 – 11:25)
Advising Trustees Regarding Beneficiaries (11:25 – 12:25)
- identifying and locating
- disclosing the terms of the trust and the duty to account
- planning for incapable beneficiaries
Braeden J. Rahn — Geoffrey W. White Law Corporation & Clark Wilson LLP, Kelowna & Vancouver
LUNCH (12:25 – 1:05)
Various Tax Issues (1:05 – 2:00)
- death of settlor in alter ego trust/settlor and spouse in joint partner trust
- trust reporting rules
- foreign beneficiaries and compliance certificates
- new anti-flipping rules
- change of control
Caroline Deane — Horne Coupar LLP, Victoria
Trust Planning for Blended Families (2:00 – 2:50)
- wills variation considerations
- spouse trusts and control considerations
- funding and liquidity considerations
- implementable versus defensible plans
Nicco Bautista — Lumina Law, Vancouver
BREAK (2:50 – 3:05)
Advising on Charitable Giving in Trusts (3:05 – 3:55)
- compare benefits of donations in will or beneficiary designation and inter vivos trusts
- charitable remainder trusts
- public and private foundations
Sarah Fitzpatrick — Miller Thomson LLP, Vancouver
Concluding Remarks (3:55 – 4:00)
Fiona Hunter — Horne Coupar LLP, Victoria
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Slides: Trust Basics and Advising Trustees
Paper: Trust Basics and Advising Trustees
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