CLE Online

Welcome and Introduction

David C. Dundee — Paul & Company, Kamloops
Hugh S. McLellan — McLellan Herbert, Vancouver

Securing Income for Old Age: Pensions, Pension Division, Annuities, and Insurance

• update on pensions under the FLA
• advice on issues involving older clients

Thomas G. Anderson, QC — Anderson Pension Law Consulting, North Vancouver

How Trusts are Used to Deal With Death, Aging, and Divorce

• how are inter vivos trusts used in estate planning?
• how are testamentary trusts used in estate planning?
• how does the FLA deal with trusts?
• how can trusts still be used?
• tax implications of the FLA

David G. Thompson — Thorsteinssons LLP, Vancouver
Colin A. Millar — Richards Buell Sutton LLP, Vancouver

Networking Break

Recent Developments in Capacity and Family Law

• what are the tests
  • to marry
  • to separate/divorce
  • to retain and instruct counsel
  • to testify
• who can give instructions for the incapable spouse
• what is the lawyer’s obligation to the client of questionable capacity
• British Columbia Law Institute perspective

Kathryn A. Berge, QC — Cook Roberts LLP, Victoria
Anna Laing — Fasken Martineau DuMoulin LLP, Vancouver
Andrew S. MacKay — Alexander Holburn Beaudin + Lang LLP, Vancouver
Dr. John Sloan — Vancouver

Networking Lunch

Children's Issues

• changes under the FLA
• terminology under the FLA
• the impact of the FLA on the Public Guardian and Trustee

Nicole L. Garton-Jones — Heritage Law, West Vancouver
Cindy L. Jeklin — Public Guardian and Trustee of BC, Vancouver

John-Paul E. Boyd — Aaron Gordon Daykin Nordlinger, Vancouver
Stephen G. Wright — Stephen G. Wright Law Corporation, Vancouver

Intergenerational Property Issues: My Money Your House

• family gifts and loans
• presumption of advancement—alive or extinct?
• resulting trusts
• property claims against a party’s parent(s)
• property claims by a party’s parent(s)

Morag M.J. MacLeod — Barrister & Solicitor, Vancouver

Networking Break

Representation Agreements/Powers of Attorney

• how do the default rules affect decision-making?
• drafting considerations for blended families
• authority to make special decisions
• delegated/standby guardianship
• capacity to make powers of attorney and representation agreements

Geoffrey W. White — Geoffrey W. White Law Corporation, Kelowna

Tax Implications Relating to Support

• deductibility of spousal support
• payment of arrears
• deductibility of legal fees
• proving receipt
• child tax credit

Cori L. McGuire — Barrister & Solicitor, Kelowna

Support Binding on the Estate

• who can apply, and when
• considerations for the court
• alternatives
• language that may imply support survives death of the payor
• variation or termination after the death of the payor

David C. Dundee — Paul & Company, Kamloops
Roger D. Lee — Davis LLP, Vancouver

Common Law Spouses

• who is a “spouse”
• when the relationship begins/ends
• limitation periods
• Estate Administration Act
• Wills Variation Act

David C. Dundee – Paul & Company, Kamloops
Roger D. Lee — Davis LLP, Vancouver