Employment Law Conference

Course Date: April 18, 2002

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 

         Gordon B. MacRae, QC — Legacy Tax + Trust Lawyers, Vancouver

Networking Break

Family Law Tools and Issues

         • custody and guardianship of stepchildren 
         • child support for stepchildren and children of the relationship 
         • using marriage agreements to control asset division 
         • hazards of cohabitation agreements
         John-Paul E. Boyd — Aaron Daykin Gordon Nordlinger, Vancouver

Lunch (on your own)
Trust Tools and Issues
  • 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

Other Tools joint tenancies update post-Pecore
  • 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