Navigating New Terrain: Key Tax and Other Changes Affecting Estates Practice 2025
Course Date: November 27, 2025
Total: 5h 38min
Total Ethics: 1h 59min
Navigating New Terrain: Key Tax and Other Changes Affecting Estates Practice 2025
Course Date: November 27, 2025
Total: 5h 38min
Total Ethics: 1h 59min
Course Introduction and Land Ackowledgement (9:00 – 9:10)
Nadia Myerthall — Program Lawyer, CLEBC, Vancouver
Alison Oxtoby — Fasken Martineau DuMoulin LLP, Vancouver
Alison Oxtoby — Fasken Martineau DuMoulin LLP, Vancouver
Income Tax Updates (9:10 – 10:25)
- enhanced trust (and bare trust) reporting obligations
- post-mortem tax planning update
- mandatory disclosure rules
- intergenerational and sibling business transfers
- alternative minimum tax
- expanded CRA audit powers
Alexander Demner — Thorsteinssons LLP, Vancouver
Property Flipping Taxes (10:25 – 11:15)
- federal flipped property rules
- BC home flipping tax
- traps and problems encountered in trust and estate planning
Richard Weiland — Clark Wilson LLP, Vancouver
BREAK (11:15 – 11:30)
Are You Ready?: Integrating Digital Likeness Rights Into Estate Plans (11:30 – 12:40) (virtual presentation)
- current laws on post-death likeness rights in Canada
- opening conversations with clients on identity rights
- options to manage posthumous digital rights in estate plans
- effects of new technologies on digital legacies
- real life examples of post-death avatars
- addressing ethical challenges in digital estates
Dr. Sara M. Johnson, Esq, PhD, TEP, CFP, VP — HNW Planning Services, RBC Family Office Services, Kelowna
LUNCH (12:40 – 1:20)
Variations to Trusts: When is it Possible? Tax and Other Traps (1:20 – 2:30)
- trustee powers to amend trusts—limitations and pitfalls
- statutory powers for trust variation
- court jurisdiction to rectify or vary trusts
- potential tax issues arising with resettlement, variation, and dispositions of beneficial interest
- practical considerations and drafting pointers for practitioners
Scott A. Murtha — Murtha & Company, Vancouver
BREAK (2:30 – 2:45)
Vacancy Taxes: Speculation and Vacancy Tax, Empty Homes Tax, and Underused Housing Tax (2:45 – 3:55)
- overview and updates
- key distinctions and nuances of the three legislations
- planning considerations
Cara Chu — Fasken Martineau DuMoulin LLP, Vancouver
Hiva Parandian — Fasken Martineau DuMoulin LLP, Vancouver
Hiva Parandian — Fasken Martineau DuMoulin LLP, Vancouver
Closing Remarks (3:55 – 4:00)
Alison Oxtoby — Fasken Martineau DuMoulin LLP, Vancouver
Date:
November 27, 2025
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Presentation Content:
Property Flipping Taxes
Slides: Residential Flipping Taxes in the Estate Planning Context
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November 27, 2025
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Date:
November 27, 2025
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Date:
November 27, 2025
Course:
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