CLE Online

Welcome and Introduction

Genevieve N. Taylor — Legacy Tax + Trust Lawyers, Vancouver

Family Law and Estate Planning

• who is a spouse
• risks and rewards of trust planning
• using cohabitation agreements as an effective part of the estate plan
• special considerations for blended families
• where is the case law taking us

Lauren Blake — Legacy Tax + Trust Lawyers, Vancouver

Real Property Real Problems

• property transfer tax
• foreign buyers tax
• speculation tax
• vacant home tax
• loss of principal residence for most trusts
• new ownership reporting requirements

Alison Oxtoby — Balmains Law Corporation, Kelowna
Pam Prior — KPMG LLP, Vancouver

Break

Family Trusts and CCPCs Post TOSI and Changes to the Taxation of Passive Income

• how did we get here?
• TOSI overview
• passive income changes overview
• what still works
• what does not work
• new strategies

David Christian — Thorsteinssons LLP, Vancouver

Planning in the Digital World

• shutting down the online presence on death
• online accounts and digital assets
• cryptocurrency
• points programs

Richard Weiland — Clark Wilson LLP, Vancouver

Networking Lunch (Provided)

US Expatriation and Other Cross-Border Planning Tools

• a review of recent US tax changes
• trust planning for US resident beneficiaries
• US principal residence exemption
• expatriation as a planning tool

Christine M. Muckle — Legacy Tax + Trust Lawyers, Vancouver
Cheyenne J.H. Reese — Legacy Tax + Trust Lawyers, Vancouver

Update on Drafting and Other Issues for Alter Ego and Joint Spousal Trusts

• drafting issues to consider
• contribution of land and related issues
• comparison of the use of these trusts versus multiple wills

Kirsten Jenkins — Norton Rose Fulbright Canada LLP, Vancouver

Break

How to Protect Vulnerable Clients

• assessing capacity to undertake estate planning
• understanding and preventing undue influence
• how to identify and address potential abuse, neglect, and self-neglect

Moderator: Genevieve N. Taylor — Legacy Tax + Trust Lawyers, Vancouver
Andrea E. Frisby — Legacy Tax + Trust Lawyers, Vancouver
Fiona Hunter — Horne Coupar, Victoria