CLE Online

Welcome and Introduction

Shelley A. Bentley — Kerr Redekop Leinburd & Boswell, Vancouver
Kenneth N. Burnett — Miller Thomson LLP, Vancouver

Acting For Blended Families: Conflicts, Confidentiality, and Other Considerations
                       

         • client management 
         • retainer agreements 
         • who is in the room? 
         • ethics 
 
         Kim A. Karras — Brawn Karras & Sanderson, Surrey

Wills as a Planning Tool

         • wills, mirror wills, and mutual wills             
         • legal theory 
         • the contractual side 
         • when and how should they be used 

• survey of the options and benefits of spousal trusts
• alter ego trusts joint partner/spousal trusts other options transfer of property to trusts
  

         Sandra L. Enticknap — Miller Thomson LLP, Vancouver

• usage considerations in using for personal property vs. real property
•  

using bare trust declarations with joint tenancies

• deeds of gift insurance declarations
• when to utilize important terms
•  
           Fiona Hunter — Horne Coupar, Victoria
   
  Networking Break
   
  Some of the Risks of the Planning Tools
   
  A. Wills Variation Act
   
           • recent case law specific to blended families
           • the consideration of legal and moral obligations in the blended family context
           • law relating to common law spouse vs. adult children variation claims
   
           Helen H. Low — Fasken Martineau DuMoulin LLP, Vancouver
   
  B. The Public Guardian and Trustee’s Involvement in Wills Variation Act Proceedings: When, Why, and How
   
           • the PGT as litigation guardian
           • comments to the court
           • the PGT’s perspective on the unequal treatment of beneficiaries
   
           Kerry D. Sheppard — Office of the Public Guardian and Trustee, Vancouver
   
  C. Fraudulent Conveyance
   
           • overview of Fraudulent Conveyance Act and recent case law
           • application to estate planning—are traditional estate planning tools subject to the Act?
           • are potential WVA claimants protected?
           • does a valid estate planning purpose eliminate the taint of an improper concurrent purpose?
           • other observations
   
           Duncan J. Manson — Owen Bird Law Corporation, Vancouver