CLE Online

Welcome and Land Acknowledgement

Kirsten Jenkins — Norton Rose Fulbright Canada LLP, Vancouver

Valuing Assets for Probate and P14 Amendments

• valuing real property on P10
• response of registry to amendments—Re Bouma Estate
• amending values generally

Michelle L. Isaak — DLA Piper (Canada) LLP, Vancouver

Immediate Constitution of a Trust

• what is it?
• discussion of LaRochelle v. Soucie Estate
• practical considerations

Carmen S. Thériault, QC — Norton Rose Fulbright Canada LLP, Vancouver

Value of an Interest in a Discretionary Trust

• update on recent cases

Emma J. Ferguson — Alexander Holburn Beaudin + Lang LLP, Vancouver

Question Period

BREAK

Uses of Powers of Appointment

• what are they
• when to use them
• how to use them

Fiona Hunter — Horne Coupar LLP, Victoria

Duty to Disclose Estate Plans to Spouses

• discussion of recent case of Volovsek v. Donaldson

Scott Boucher — Norton Rose Fulbright Canada LLP, Vancouver

Medical Assistance in Dying (MAiD)

• update on use
• three important developments
• conscientious objection and referrals
• helping our clients

Geoffrey W. White — Geoffrey W. White Law Corporation & Counsel, Clark Wilson LLP, Kelowna and Vancouver

Question Period

New Trust Reporting Rules under the Income Tax Act

• the current regime
• the legislative amendments and proposed regime
• practical examples
• advising our clients

Ian Humphries — Thorsteinssons LLP, Vancouver

Transfers Into Joint Tenancy: Resulting Trusts and Resulting Problems

• applicable presumptions
• documenting intention
• timing considerations

Alison Oxtoby — Balmains Law Corporation, Kelowna 

Section 58 Update

• discussion of latest cases and trends

Roger D. Lee — DLA Piper (Canada) LLP, Vancouver

Question Period

Concluding Remarks

Kirsten Jenkins — Norton Rose Fulbright Canada LLP, Vancouver