Estate Planning Update 2016

Course Date: October 6, 2016

Total: 6h 6min

Welcome and Introduction

Genevieve N. Taylor — Legacy Tax + Trust Lawyers, Vancouver

Case Law Update

• recent cases
• recent trends related to awards of costs

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

Canada/U.S. Cross Border Tax Issues 

• estate tax
• the other U.S. tax: capital gains
Cheyenne J.H. Reese — Legacy Tax + Trust Lawyers, Vancouver

Networking Break

Family Law and Estate Practice - Two Worlds Collide

• joint tenancy cases
• application to trust law

Todd R. Bell — Schuman Daltrop Basran & Robin, Vancouver
Genevieve N. Taylor — Legacy Tax + Trust Lawyers, Vancouver

Traps for Multiple Wills 

• multiple jurisdictions
• two BC wills
• alternatives
Michelle L. Isaak — DLA Piper (Canada) LLP, Vancouver
Will Todd — DLA Piper (Canada) LLP, Vancouver

Networking Lunch  

Tax Law Changes 

• testamentary trusts and graduated rate estates
• alter ego trusts/joint partner trusts
• charitable giving
• property transfer tax

Stephanie J. Daniels — Farris, Vaughan, Wills & Murphy LLP, Vancouver
Raluca Dogaru — Policy and Legislative Analyst, Property Taxation Branch, Ministry of Finance, Victoria

Defensive Practice in the Grey Areas of Incapacity

• providing legal advice to elderly clients
• dealing with family assisting elders in estate planning
• handling issues with powers of attorney and committees
• assisting in resolution of family disputes

Deidre J. Herbert — McLellan Herbert, Vancouver
Megan Swail — Lawyers Insurance Fund, Law Society of BC, Vancouver
Sarah Watson — Services to Adults, Public Guardian and Trustee of BC, Vancouver

Physician-Assisted Death

• clients are asking – what can we tell them

Penny A. Washington — Bull, Housser & Tupper LLP, Vancouver

Networking Break

Disability Trust Planning Under the New Rules

• new provincial disability rules
• qualified disability trusts

Ken M. Kramer, QC — KMK Law Corporation, Vancouver

Today's Inter Vivos Trust: Tips and Traps 

• the continued relevance of inter vivos trust planning
• the principal residence trust
• alter ego and joint spousal trusts as business owners
• charitable gifting through a trust
• bare trusts in estate planning
• trusts as beneficiaries of registered plans and insurance

Sally Dennis — Farris, Vaughan, Wills & Murphy LLP, Vancouver