Estate Planning Update 2018
Course Date: November 15, 2018
Total: 5h 38min
Course Date: November 15, 2018
Welcome and Introduction
Genevieve N. Taylor — Legacy Tax + Trust Lawyers, Vancouver
Family Law and Estate Planning
- who is a spouse
- risks and rewards of trust planning
- using cohabitation agreements as an effective part of the estate plan
- special considerations for blended families
- where is the case law taking us
Lauren Blake — Legacy Tax + Trust Lawyers, Vancouver
Real Property Real Problems
- property transfer tax
- foreign buyers tax
- speculation tax
- vacant home tax
- loss of principal residence for most trusts
- new ownership reporting requirements
Alison Oxtoby — Balmains Law Corporation, Kelowna
Pam Prior — KPMG LLP, Vancouver
Break
Family Trusts and CCPCs Post TOSI and Changes to the Taxation of Passive Income
- how did we get here?
- TOSI overview
- passive income changes overview
- what still works
- what does not work
- new strategies
David Christian — Thorsteinssons LLP, Vancouver
Planning in the Digital World
- shutting down the online presence on death
- online accounts and digital assets
- cryptocurrency
- points programs
Richard Weiland — Clark Wilson LLP, Vancouver
Networking Lunch (Provided)
US Expatriation and Other Cross-Border Planning Tools
- a review of recent US tax changes
- trust planning for US resident beneficiaries
- US principal residence exemption
- expatriation as a planning tool
Christine M. Muckle — Legacy Tax + Trust Lawyers, Vancouver
Cheyenne J.H. Reese — Legacy Tax + Trust Lawyers, Vancouver
Update on Drafting and Other Issues for Alter Ego and Joint Spousal Trusts
- drafting issues to consider
- contribution of land and related issues
- comparison of the use of these trusts versus multiple wills
Kirsten Jenkins — Norton Rose Fulbright Canada LLP, Vancouver
Break
How to Protect Vulnerable Clients
- assessing capacity to undertake estate planning
- understanding and preventing undue influence
- how to identify and address potential abuse, neglect, and self-neglect
Moderator: Genevieve N. Taylor — Legacy Tax + Trust Lawyers, Vancouver
Andrea E. Frisby — Legacy Tax + Trust Lawyers, Vancouver
Fiona Hunter — Horne Coupar, Victoria
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Paper: “Till Death Do Us Part – Hopefully”: Planning In Uncertain Times
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