Interplay between Aging Death & Divorce 2013

Course Date: June 3, 2013

Welcome and Introduction

David C. Dundee — Paul & Company, Kamloops
Hugh S. McLellan — McLellan Herbert, Vancouver

Securing Income for Old Age: Pensions, Pension Division, Annuities, and Insurance

  • update on pensions under the FLA
  • advice on issues involving older clients

Thomas G. Anderson, QC — Anderson Pension Law Consulting, North Vancouver

How Trusts are Used to Deal With Death, Aging, and Divorce

  • how are inter vivos trusts used in estate planning?
  • how are testamentary trusts used in estate planning?
  • how does the FLA deal with trusts?
  • how can trusts still be used?
  • tax implications of the FLA

David G. Thompson — Thorsteinssons LLP, Vancouver
Colin A. Millar — Richards Buell Sutton LLP, Vancouver

Networking Break

Recent Developments in Capacity and Family Law

  • what are the tests
    • to marry
    • to separate/divorce
    • to retain and instruct counsel
    • to testify
  • who can give instructions for the incapable spouse
  • what is the lawyer’s obligation to the client of questionable capacity
  • British Columbia Law Institute perspective

Kathryn A. Berge, QC — Cook Roberts LLP, Victoria
Anna Laing — Fasken Martineau DuMoulin LLP, Vancouver
Andrew S. MacKay — Alexander Holburn Beaudin + Lang LLP, Vancouver
Dr. John Sloan — Vancouver

Networking Lunch

Children's Issues

  • changes under the FLA
  • terminology under the FLA
  • the impact of the FLA on the Public Guardian and Trustee

Nicole L. Garton-Jones — Heritage Law, West Vancouver
Cindy L. Jeklin — Public Guardian and Trustee of BC, Vancouver

Grandparents' Rights/Obligations

  • child support
  • guardianship and parenting arrangements
  • contact
  • child protection cases

John-Paul E. Boyd — Aaron Gordon Daykin Nordlinger, Vancouver
Stephen G. Wright — Stephen G. Wright Law Corporation, Vancouver

Intergenerational Property Issues: My Money Your House

  • family gifts and loans
  • presumption of advancement—alive or extinct?
  • resulting trusts
  • property claims against a party’s parent(s)
  • property claims by a party’s parent(s)

Morag M.J. MacLeod — Barrister & Solicitor, Vancouver

Networking Break

Representation Agreements/Powers of Attorney

  • how do the default rules affect decision-making?
  • drafting considerations for blended families
  • authority to make special decisions
  • delegated/standby guardianship
  • capacity to make powers of attorney and representation agreements

Geoffrey W. White — Geoffrey W. White Law Corporation, Kelowna

Tax Implications Relating to Support

  • deductibility of spousal support
  • payment of arrears
  • deductibility of legal fees
  • proving receipt
  • child tax credit

Cori L. McGuire — Barrister & Solicitor, Kelowna

Support Binding on the Estate

  • who can apply, and when
  • considerations for the court
  • alternatives
  • language that may imply support survives death of the payor
  • variation or termination after the death of the payor

David C. Dundee — Paul & Company, Kamloops
Roger D. Lee — Davis LLP, Vancouver

Common Law Spouses

  • who is a “spouse”
  • when the relationship begins/ends
  • limitation periods
  • Estate Administration Act
  • Wills Variation Act

David C. Dundee – Paul & Company, Kamloops
Roger D. Lee — Davis LLP, Vancouver