Estate Planning Express 2020 - 15 Minute Topics
Course Date: March 6, 2020
Total: 3h 9min
Total Ethics: 30min
Course Date: March 6, 2020
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 amendments—Re 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
BREAK
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
Contributor(s):
Slides: Valuing Assets for Probate and P14 Amendments
Handout: Master Baker Memo dated May 4, 2012
Contributor(s):
Presentation Content:
Contributor(s):
Presentation Content:
Contributor(s):
Contributor(s):
Presentation Content:
Contributor(s):
Contributor(s):
Presentation Content:
Contributor(s):
Contributor(s):
Presentation Content:
Contributor(s):
Contributor(s):
Presentation Content:
Contributor(s):