Estate Litigation Update 2016

Course Date: October 7, 2016

Welcome and Introduction

Helen H. Low, QCFasken Martineau DuMoulin LLP, Vancouver

All Trusts, All the Time - Implied, Resulting and Constructive Trust Claims

      • was a gift intended? 
      • was a gift effected? if so, is the Family Law Act relevant? 
      • if a gift was not intended, was the asset held in trust? If so, 
            o when should an implied trust be plead? 
            o when should a resulting trust be plead? 
            o when should a constructive trust be plead? 
      • review of recent case law

Lauren BlakeDLA Piper (Canada) LLP, Vancouver

Account Passing

      • the process under WESA and SC Rules
      • use of expert reports
      • recent case law
      • alternative dispute resolution for account passing

Amy D. FrancisLegacy Tax + Trust Lawyers, Vancouver

Networking Break

Wills Variation in the Modern Age 

      • case law update
      • late-in-life relationships
      • agreements between spouses regarding their estate plans
      • assets passing outside of the estate 
      • standard of review on appeal of a summary trial

Amy A. MortimoreClark Wilson LLP, Vancouver

Tax Tips for Estate Litigators

      • recent tax updates in the estate area that affect litigation  
      • post-mortem planning techniques
      • roll-overs and other ways to defer immediate tax
      • distributions to non-resident beneficiaries

Blair P. DwyerDwyer Tax Law, Victoria  

The Grey Areas of Incapacity

      • the challenges to determining capacity
      • recent case law
      • distinguishing between the types of capacity 
      • the solicitor’s assessment of capacity

Peter J. GlowackiBorden Ladner Gervais LLP, Vancouver

Networking Lunch

Issues Related to Committeeships and Representation Agreements
      • representation agreements: when to object and when to 
        apply for committeeship
      • when is a representation agreement saved in the face of a
        declaration of incapacity under the Patients Property Act
      • what are the differences in the rights of the
         committee v. representative

Anna LaingFarris, Vaughan, Wills & Murphy LLP, Vancouver 
Rebecca M. MorseFarris, Vaughan, Wills & Murphy LLP, Vancouver  
Sarah WatsonServices to Adults, Public Guardian and Trustee of BC, Vancouver

Proving, Rectifying and Constructing a Will Under WESA

      • procedural issues under WESA for proving will – notices of disputes,
         petitions, actions
      • recent case law
      • practical tips for bringing the claim

Stanley T. RuleSabey Rule LLP, Kelowna

Networking Break

Beneficiary Actions on Behalf of the Estate

      • understanding how s. 151 operates
      • extent of the authority of authorized beneficiary
      • cost of action – who bears and when
      • solicitor/client privilege and other issues between the authorized
        beneficiary and the executor

          Kimberly A. KuntzBull, Housser & Tupper LLP, Vancouver

Practitioners Panel on Practice Points

      • question and answer session

Fiona HunterHorne Coupar, Victoria
John L. Leathley, QCPryke Lambert Leathley Russell LLP, Richmond
Helen H. Low, QCFasken Martineau DuMoulin LLP, Vancouver

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