CLE Online

Welcome and Land Acknowledgement (9:00 – 9:10)

Helen H. Low, KC — Fasken Martineau DuMoulin LLP, Vancouver

Case Law Update (9:10 – 10:00)

• wills variation update
• Patients Property Act update, including:
  • surreptitious recording of adult
  • Cepuran v. Carlton, 2022 BCCA 76
• Power of Attorney Act update

Deidre J. Herbert — McLellan Herbert, Vancouver
J. Jeffrey Locke — McLellan Herbert, Vancouver

Update on Applications Made Under WESA—The Tests and Recent Cases (10:00 – 10:45)

• section 58—the "curative" provision
• section 59—the "rectification" provision
• section 132—administration under "special circumstances"
• section 151—proceedings brought on behalf of an estate

Eric B. Clavier — Fasken Martineau DuMoulin LLP, Vancouver
Janis Ko — Fasken Martineau DuMoulin LLP, Vancouver

BREAK (10:45 – 11:00)

Intersecting Issues Between Family Law and Estate & Trust Law (11:00 – 11:45)

• unjust enrichment
• trusts interests and excluded property (s. 85 of the Family Law Act)
• valuation of discretionary trust interests

Rebecca M. Morse — Farris LLP, Vancouver
Roja Safartabar — Farris LLP, Vancouver

NETWORKING LUNCH (provided for in-person attendees) (11:45 – 12:45)

Bench & Bar—Practice Points in Estate Cases (12:45 – 1:40)

• pre-trial preparation
• trial tips
• virtual testimony
• civility
• closing argument
• costs

The Honourable Madam Justice Lauren Blake — Supreme Court of BC, Vancouver
Roger D. Lee — DLA Piper (Canada) LLP, Vancouver

Claims Against Fiduciaries (1:40 – 2:35)

• removal
• accounting
• damages
• case law update and trends

Stanley Rule — Sabey Rule LLP, Kelowna

BREAK (2:35 – 2:50)

Lesser Known Tools in Estate Litigation (2:50 – 3:50)

• litigation guardian v. litigation representative
• marriage caveats
• consumer protection framework

Amy A. Mortimore — Clark Wilson LLP, Vancouver

Closing Remarks (3:50 – 4:00)

Helen H. Low, KC — Fasken Martineau DuMoulin LLP, Vancouver