Estate Planning Update 2016
Course Date: October 6, 2016
Total: 6h 6min
Course Date: October 6, 2016
Welcome and Introduction
Genevieve N. Taylor — Legacy Tax + Trust Lawyers, Vancouver
Case Law Update
• recent cases
• recent trends related to awards of costs
Geoffrey W. White — Geoffrey W. White Law Corporation, Counsel, Clark Wilson LLP, Kelowna & Vancouver
Canada/U.S. Cross Border Tax Issues
• estate tax
• the other U.S. tax: capital gains
Cheyenne J.H. Reese — Legacy Tax + Trust Lawyers, Vancouver
Networking Break
Family Law and Estate Practice - Two Worlds Collide
• joint tenancy cases
• application to trust lawTodd R. Bell — Schuman Daltrop Basran & Robin, Vancouver
Genevieve N. Taylor — Legacy Tax + Trust Lawyers, Vancouver
Traps for Multiple Wills
• multiple jurisdictions
• two BC wills
• alternatives
Michelle L. Isaak — DLA Piper (Canada) LLP, Vancouver
Will Todd — DLA Piper (Canada) LLP, Vancouver
Networking Lunch
Tax Law Changes
• testamentary trusts and graduated rate estates
• alter ego trusts/joint partner trusts
• charitable giving
• property transfer taxStephanie J. Daniels — Farris, Vaughan, Wills & Murphy LLP, Vancouver
Raluca Dogaru — Policy and Legislative Analyst, Property Taxation Branch, Ministry of Finance, Victoria
Defensive Practice in the Grey Areas of Incapacity
• providing legal advice to elderly clients
• dealing with family assisting elders in estate planning
• handling issues with powers of attorney and committees
• assisting in resolution of family disputes
Deidre J. Herbert — McLellan Herbert, Vancouver
Megan Swail — Lawyers Insurance Fund, Law Society of BC, Vancouver
Sarah Watson — Services to Adults, Public Guardian and Trustee of BC, Vancouver
Physician-Assisted Death
• clients are asking – what can we tell them
Penny A. Washington — Bull, Housser & Tupper LLP, Vancouver
Networking Break
Disability Trust Planning Under the New Rules
• new provincial disability rules
• qualified disability trustsKen M. Kramer, QC — KMK Law Corporation, Vancouver
Today's Inter Vivos Trust: Tips and Traps
• the continued relevance of inter vivos trust planning
• the principal residence trust
• alter ego and joint spousal trusts as business owners
• charitable gifting through a trust
• bare trusts in estate planning
• trusts as beneficiaries of registered plans and insurance
Sally Dennis — Farris, Vaughan, Wills & Murphy LLP, Vancouver
Contributor(s):
Litigation
» Client Relations, Costs, Estate litigation, Professional Responsibility
Professional Responsibility and Ethics
» Ethics
Solicitor
» Ethics
Wills Estates and Trusts
» Adult guardianship, Devolution of assets, Estate litigation, Estate planning, Ethics, Executors and trustees, General, Trust planning, Wills
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Case Law Update
[36min]
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Traps for Multiple Wills
[38min]
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Tax Law Changes
[1h 1min]
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Physician-Assisted Death
[28min]
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