Estate Planning Update 2022

Course Date: November 3, 2022

Full Course Materials
Total: 5h 28min
Total Ethics: 50min

Welcome and Land Acknowledgement (9:00 – 9:10)

Genevieve N. Taylor Legacy Tax + Trust Lawyers, Vancouver

Puzzling Developments in Beneficiary Designations and Resulting Trust (9:10 – 10:00)

  • are designations testamentary or inter vivos
  • applicable presumptions
  • where do we stand
  • best practices given the state of the law

Alison Oxtoby Fasken Martineau DuMoulin LLP, Vancouver

Alter Ego and Joint Partner Trusts: Beyond the Basics (10:00 – 10:50)

  • using powers of appointment to create remainder interest
  • restricting access to capital
  • choosing to avoid s. 75(2) income attribution
  • including provisions to facilitate post-mortem tax planning

Richard Weiland Clark Wilson LLP, Vancouver

BREAK (10:50 – 11:05)

Life in the Electronic Age of Wills (11:05 – 12:00)

  • rules and tips for electronic witnessing
  • digital wills: creation, what happens post-signing, and probate
  • practical tools: more paper (counterparts); no paper (e-signing)
  • what to do with incapacity planning (PoAs & Rep Agreements)
  • vetting for undue influence in the electronic environment

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

NETWORKING LUNCH (provided for in-person attendees) (12:00 – 1:00)

Land in Trust Planning (1:00 – 1:55)

  • statutory regime
    • Land Title Act
    • Property Transfer Tax Act
    • Land Owner Transparency Act
  • drafting considerations
  • current best practices

Fiona Hunter Horne Coupar LLP, Victoria

US Estate and Gift Taxes (1:55 – 2:50)

  • US estate and gift taxesa primer
  • credits and exemptions availabledomestic law and treaty relief
  • common fact patterns
  • common tax reduction/avoidance techniques

Christine M. Muckle Legacy Tax + Trust Lawyers, Vancouver
Cheyenne J.H. Reese  Legacy Tax + Trust Lawyers, Vancouver

BREAK (2:50 – 3:05)

Charitable Giving (3:05 – 3:55)

  • making the most out of charitable giving: tips and traps
  • due diligence considerations in charitable gift-giving
  • identifying the right charitable gifting vehicle

Ingrid M. Tsui Alexander Holburn Beaudin + Lang LLP, Vancouver

Closing Remarks (3:55 – 4:00)

Genevieve N. Taylor Legacy Tax + Trust Lawyers, Vancouver