Advanced Financial Issues in Family Law 2016


Course Date: November 4, 2016

Welcome and Introduction

Diane M. Bell, QC — Clark Wilson LLP, Vancouver
Paul M. Daykin, QC — Aaron Gordon Daykin Nordlinger LLP, Vancouver
Jeffrey A. Rose, QC — Mortimer & Rose, Vancouver

Valuation Issues

  • new valuation issues under the Family Law Act
  • the impact of different valuation dates
  • post-separation changes in value

Moderator: Diane M. Bell, QC — Clark Wilson LLP, Vancouver
Cassandra Drake — Lindsay Kenney LLP, Vancouver

Kiu Ghanavizchian, CPA, CA, CBV, MBA — Blair Mackay Mynett Valuations Inc., Vancouver
Ian B. Hayward — Hayward Sheppard, Vancouver
Angela E. Thiele — Lindsay Kenney LLP, Vancouver

Break

Trust Issues

  • the treatment of different kinds of trusts under the Family Law Act
  • review of treatment of discretionary trust interests in other jurisdictions
  • distributions from discretionary trusts – family property or excluded property?
  • who is your client?

Moderator: Paul M. Daykin, QC — Aaron Gordon Daykin Nordlinger LLP, Vancouver
Nikki Charlton — Farris, Vaughan, Wills & Murphy LLP, Vancouver
Anna Laing — Farris, Vaughan, Wills & Murphy LLP, Vancouver  
Eli C. Walker — Aaron Gordon Daykin Nordlinger LLP, Vancouver 

The Treatment of Income Taxes under the Family Law Act

  • case law under the old Family Relations Act and the new Family Law Act
  • how can distributive and latent taxes be taken into account under the Family Law Act?

Moderator: Jeffrey A. Rose, QC — Mortimer & Rose, Vancouver
Scott L. Booth — Jenkins Marzban Logan LLP, Vancouver
Paul M. Daykin, QC — Aaron Gordon Daykin Nordlinger LLP, Vancouver
Georgialee Lang — Attorney & Arbitrator, Vancouver

Networking Lunch (Provided)

Drafting Domestic Agreements under the Family Law Act

  • effectively dealing with trust interests, including trust distributions during a relationship
  • preserving excluded property and addressing potential transfers between spouses during a relationship
  • options for sharing (or not sharing) in the growth of excluded property
  • spousal support – excluding entitlement or mitigating future risk where entitlement exists

    Moderator: Morag M. J. MacLeod — Barrister & Solicitor, Vancouver
    Briana Hardwick — Rush Ihas Hardwick LLP, Kelowna
    Rain A. Henderson — Henderson Heinrichs LLP, Vancouver 
    Beatrice C. McCutcheon — Cook Roberts LLP, Victoria 

Break

Management of Excluded Property in a Post-V.J.F. World

  • review of the Court of Appeal’s decision in V.J.F.
  • advising clients on the management of excluded property during relationships
  • creditor proofing, estate planning, and tax planning problems and possible solutions

Moderator: Dinyar Marzban, QC — Jenkins Marzban Logan LLP, Vancouver
Lauren BlakeDLA Piper (Canada) LLP, Vancouver
Kate S. MarplesLegacy Tax + Trust Lawyers, Vancouver 
Gordon G. Plottel — Miller Thomson LLP, Vancouver