Estate Planning Express 2020 - 15 Minute Topics

Course Date: March 6, 2020

Full Course Materials
Total: 3h 9min
Total Ethics: 30min

Welcome and Land Acknowledgement

Kirsten Jenkins Norton Rose Fulbright Canada LLP, Vancouver

Valuing Assets for Probate and P14 Amendments

  • valuing real property on P10
  • response of registry to amendmentsRe Bouma Estate
  • amending values generally

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

Immediate Constitution of a Trust

  • what is it?
  • discussion of LaRochelle v. Soucie Estate
  • practical considerations

Carmen S. Thériault, QC Norton Rose Fulbright Canada LLP, Vancouver

Value of an Interest in a Discretionary Trust

  • update on recent cases

Emma J. Ferguson Alexander Holburn Beaudin + Lang LLP, Vancouver

Question Period


Uses of Powers of Appointment

  • what are they
  • when to use them
  • how to use them

Fiona Hunter Horne Coupar LLP, Victoria

Duty to Disclose Estate Plans to Spouses

  • discussion of recent case of Volovsek v. Donaldson

Scott Boucher Norton Rose Fulbright Canada LLP, Vancouver

Medical Assistance in Dying (MAiD)

  • update on use
  • three important developments
  • conscientious objection and referrals
  • helping our clients

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

Question Period

New Trust Reporting Rules under the Income Tax Act

  • the current regime
  • the legislative amendments and proposed regime
  • practical examples
  • advising our clients

Ian Humphries Thorsteinssons LLP, Vancouver

Transfers Into Joint Tenancy: Resulting Trusts and Resulting Problems

  • applicable presumptions
  • documenting intention
  • timing considerations

Alison Oxtoby Balmains Law Corporation, Kelowna 

Section 58 Update

  • discussion of latest cases and trends

Roger D. Lee DLA Piper (Canada) LLP, Vancouver

Question Period

Concluding Remarks

Kirsten Jenkins Norton Rose Fulbright Canada LLP, Vancouver