Estate Planning Express - 15 Minute Topics 2017


Course Date: April 21, 2017

Total: 3h 18min

Welcome and Introduction

Kirsten JenkinsNorton Rose Fulbright Canada LLP, Vancouver

Excluded Assets: Considerations for Family Law and Estate Planning

• decision of VJF v. SKW (2016 BCCA 186)
• presumption of advancement
• impact of VJF on property division upon marriage breakdown
• impact of VJF on estate planning

Lauren Blake — Legacy Tax + Trust Lawyers, Vancouver

Change of Control When Trustees Change

• when does a change of control happen
• are there any exceptions
• what are the consequences

Ian Worland — Legacy Tax + Trust Lawyers, Vancouver

How Binding is that Marriage Agreement? Recent Wills Variation Cases

• the role of contemporary community standards
Kish v. Sobchak Estate

Amy A. Mortimore — Clark Wilson LLP, Vancouver

Question Period


Networking Break

Alter Ego and Joint Partner Trusts and the LTO - How to Deal with Title

• using Property Transfer Tax (PTT) exemptions
• options when PPT exemptions not available
• tips and traps

Michelle L. Isaak — DLA Piper (Canada) LLP, Vancouver

New Principal Residence Exemption Rules for Trusts

• the future of principal residence trusts
• what to do with existing principal residence trusts

Riley Burr — Norton Rose Fulbright Canada LLP, Vancouver

Trusts as Designated Beneficiaries

• practical experience post WESA
• single purpose trusts
• the “secret” trust
• the existing trust as beneficiary

Sally DennisFarris, Vaughan, Wills & Murphy LLP, Vancouver

Question Period

POAs — Danger Points

• choice of attorneys
• execution
• timing and effectiveness

Mary B. Hamilton — DLA Piper (Canada) LLP, Vancouver

Tax Traps for Homeowners with Laneway Houses (and Other Dwellings on a Property)

• overview of income tax and GST/HST traps
• potential consequences to principal residence exemption, or worse

Kay E. Gray — Grant Thornton LLP, Vancouver

The Latest News on Section 58

• most recent cases from late 2016/early 2017 
• Court of Appeal treatment of s. 58

Kimberly A. Kuntz — Norton Rose Fulbright Canada LLP, Vancouver

Question Period

Concluding Remarks

Kirsten Jenkins — Norton Rose Fulbright Canada LLP, Vancouver