CLE Online

Welcome and Introduction

Helen H. Low, QC — Fasken Martineau DuMoulin LLP, Vancouver

Trusts in Family Law Claims

• the trust as a challenged asset in an FLA claim
• issues in acting for the trustees
• disclosure obligations related to trust property

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

Wills Variation Update

• what are contemporary community standards and have they changed since Tataryn
• how has Kish v. Sobchak, 2016 BCCA 65 been interpreted by lower courts considering spousal claims
• is there a change in the way courts are approaching claims of adult independent children
  
  Amy D. Francis — Legacy Tax + Trust Lawyers, Vancouver

Break

Observations from Sitting in the Middle

• mediation is not a mini-trial
• adjusting your advocacy style
• does it matter who blinks first
• mediation models—what approach works for you?
• always consider the tax
• ethichal considerations

The Honourable Sandra K. Ballance — Mediator, Vancouver
Amy A. Mortimore — Clark Wilson LLP, Vancouver

Networking Lunch (Provided)

Curing Deficiencies and Rectification of Wills

• curing deficiencies under WESA s. 58
• rectification of wills under WESA s. 59
• procedural issues on applications
  
  Stanley Rule — Sabey Rule LLP, Kelowna

Beneficiary Actions on Behalf of the Estate

• WESA s. 151
• guidance from recent cases
• practical issues and challenges with claims

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

Break

Litigious Disputes Before Death

• update on cases related to committeeships, power of attorney abuse claims
• using the Office of the Public Guardian and Trustee effectively
• practical considerations
  
  Deidre J. Herbert — McLellan Herbert, Vancouver

Practitioners Panel

• senior practitioners will answer your questions about practice and ethics in estate and trust litigation

Roger D. Lee — DLA Piper (Canada) LLP, Vancouver
Geoffrey W. White — Geoffrey W. White Law Corporation & Counsel, Clark Wilson LLP, Kelowna & Vancouver