CLE Online

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

Kirsten Jenkins — Norton 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. Isaak — DLA Piper (Canada) LLP, Vancouver

Question Period (9:55 – 10:10)

BREAK (10:10 – 10:25)

Momentous Decisions—Toigo 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 Tax—Tips and Traps (10:40 – 10:55)

• what is residential property?—properties that one might not expect to have to file for
• trusts and excluded owners—filing 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, FCSI — Associate 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 Ko — Fasken 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 Jenkins — Norton Rose Fulbright Canada LLP, Vancouver

Question Period (12:10 – 12:25)

Concluding Remarks (12:25 – 12:30)

Kirsten Jenkins — Norton Rose Fulbright Canada LLP, Vancouver