Estate Planning Express 2023 - 15 Minute Topics

Course Date: April 13, 2023

Full Course Materials
Total: 3h 5min
Total Ethics: 30min

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

Kirsten JenkinsNorton Rose Fulbright Canada LLP, Vancouver

Pour Over Wills (9:10 – 9:25)

  • review of new decisions in Nova Scotia and Ontario
  • tips and traps and planning options

Laura West Norton Rose Fulbright Canada LLP, Vancouver

Pecore Planning in the Age of Transparency (9:25 – 9:40)

  • trust reporting rules
  • housing tax and LOTA compliance
  • unwinding past planning

Richard Weiland Clark Wilson LLP, Vancouver

Unusual Issues in Probate Applications (9:40 – 9:55)

  • dealing with potential testamentary documents and s. 58
  • grant applications for non-domiciled deceased
  • P10 amendments

Michelle L. IsaakDLA Piper (Canada) LLP, Vancouver

Question Period (9:55 – 10:10)

BREAK (10:10 – 10:25)

Momentous DecisionsToigo Estate (Re) (10:25 – 10:40)

  • does the court have the jurisdiction to grant an order amounting to, in effect, a blessing of the exercise of a trustee's discretion?
  • when is it appropriate for the trustee to ask the court to invoke its inherent jurisdiction to approve of a trustee's decision?
  • what are the legal considerations?

Eric B. Clavier Fasken Martineau DuMoulin LLP, Vancouver

Underused Housing TaxTips and Traps (10:40 – 10:55)

  • what is residential property?properties that one might not expect to have to file for
  • trusts and excluded ownersfiling requirements
  • when are trusts exempt?specified Canadian trusts and the relevant beneficiaries to consider

Zheting Su Thorsteinssons LLP, Vancouver

"I'll Know It When I See It"Marriage-like Relationships (10:55 – 11:10)

  • recent cases
  • intention and objective factors
  • need financial dependence, intimate relations, and mingling of property and finances?

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

Question Period (11:10 – 11:25)

Trusted Person Concept (11:25 – 11:40)

  • what is this concept
  • what's the purpose of it
  • interaction with powers of attorney

Jason Demmitt, CIM, FMA, FCSIAssociate Branch Director – RBC Dominion Securities, Vancouver
Jen Tennant, CPA, CA, FEA  Associate Wealth Advisor – RBC Dominion Securities, Vancouver

Section 58 Cases Update (11:40 – 11:55)

  • review of recent decisions
  • comment on trends
  • practice suggestions

Janis KoFasken Martineau DuMoulin LLP, Vancouver

Trustee Remuneration in Complex Structures (11:55 – 12:10)

  • drafting considerations
  • different approaches to setting fees
  • compensation for multiple roles

Kirsten JenkinsNorton Rose Fulbright Canada LLP, Vancouver

Question Period (12:10 – 12:25)

Concluding Remarks (12:25 – 12:30)

Kirsten JenkinsNorton Rose Fulbright Canada LLP, Vancouver