Estate Planning for Blended Families 2024


Course Date: May 30, 2024

Full Course Materials
Total: 5h 37min
Total Ethics: 1h
Course Agenda ▼
Course Introduction and Land Acknowledgement (9:00 – 9:10)

Nadia Myerthall — Program Lawyer, CLEBC, Vancouver
Ingrid M. Tsui — Alexander Holburn Beaudin + Lang LLP, Vancouver
Amanda N. Winters — Farris LLP, Vancouver

Agreements Between Spouses with Blended Families (9:10 – 10:00)

  • considerations when drafting agreements
  • how an agreement can help reduce future conflict with successor generations
  • developments in case law regarding agreements
Ian B. Hayward — Hayward Sheppard, Vancouver
Beatrice C. McCutcheon — Cook Roberts LLP, Victoria

BREAK (10:00 – 10:10)

Practice Management and Ethics (10:10 – 11:00)

  • representing blended families
  • who is your client
  • what are your obligations
  • conflicts
  • capacity issues, undue influence, and other red flags
  • possible meeting locations, including electronic signings
Zachary Murphy-Rogers — Clark Wilson LLP, Vancouver

BREAK (11:00 – 11:10)

Tax Issues Specific to Blended Families (11:10 – 12:15)

  • trust planning
  • divorce and separation
  • real property
  • inter vivos transfers
  • post-mortem planning
Alexander Demner — Thorsteinssons LLP, Vancouver

LUNCH (12:15 – 12:55)

Incapacity Planning for Blended Families (12:55 – 1:45)

  • powers of attorney
  • representation agreements
  • committeeships
  • special considerations
Aubrie Girou — Alexander Holburn Beaudin + Lang LLP, Vancouver

BREAK (1:45 – 1:55)

Wills/Trusts/Inter Vivos Planning Issues (1:55 – 2:50)

  • which option to pick
  • alter ego/joint partner trust planning
  • joint tenancies and rights of survivorship
  • resulting trusts: a planning perspective
  • planning for a smooth administration
  • planning to avoid any estate—potential litigations and bad beneficiaries
Andrea E. Frisby — Farris LLP, Vancouver

BREAK (2:50 – 3:00)

Wills/Trusts/Inter Vivos Litigation Issues (3:00 – 3:55)

  • Land (Spouse Protection) Act
  • attacking alter ego trusts/joint partner trusts
  • wills variation issues
  • resulting trusts: a litigation perspective
  • bad beneficiaries and rogue personal representatives
Kimberly A. Kuntz — Scion Law LLP, Vancouver

Closing Remarks (3:55 – 4:00)

Ingrid M. Tsui — Alexander Holburn Beaudin + Lang LLP, Vancouver
Amanda N. Winters — Farris LLP, Vancouver