Estate Planning for Blended Families 2024
Course Date: May 30, 2024
Total: 5h 37min
Total Ethics: 1h
Estate Planning for Blended Families 2024
Course Date: May 30, 2024
Total: 5h 37min
Total Ethics: 1h
Course Introduction and Land Acknowledgement (9:00 – 9:10)
Nadia Myerthall — Program Lawyer, CLEBC, Vancouver
Ingrid M. Tsui — Alexander Holburn Beaudin + Lang LLP, Vancouver
Amanda N. Winters — Farris LLP, Vancouver
Ingrid M. Tsui — Alexander Holburn Beaudin + Lang LLP, Vancouver
Amanda N. Winters — Farris LLP, Vancouver
Agreements Between Spouses with Blended Families (9:10 – 10:00)
- considerations when drafting agreements
- how an agreement can help reduce future conflict with successor generations
- developments in case law regarding agreements
Ian B. Hayward — Hayward Sheppard, Vancouver
Beatrice C. McCutcheon — Cook Roberts LLP, Victoria
Beatrice C. McCutcheon — Cook Roberts LLP, Victoria
BREAK (10:00 – 10:10)
Practice Management and Ethics (10:10 – 11:00)
- representing blended families
- who is your client
- what are your obligations
- conflicts
- capacity issues, undue influence, and other red flags
- possible meeting locations, including electronic signings
Zachary Murphy-Rogers — Clark Wilson LLP, Vancouver
BREAK (11:00 – 11:10)
Tax Issues Specific to Blended Families (11:10 – 12:15)
- trust planning
- divorce and separation
- real property
- inter vivos transfers
- post-mortem planning
Alexander Demner — Thorsteinssons LLP, Vancouver
LUNCH (12:15 – 12:55)
Incapacity Planning for Blended Families (12:55 – 1:45)
- powers of attorney
- representation agreements
- committeeships
- special considerations
Aubrie Girou — Alexander Holburn Beaudin + Lang LLP, Vancouver
BREAK (1:45 – 1:55)
Wills/Trusts/Inter Vivos Planning Issues (1:55 – 2:50)
- which option to pick
- alter ego/joint partner trust planning
- joint tenancies and rights of survivorship
- resulting trusts: a planning perspective
- planning for a smooth administration
- planning to avoid any estate—potential litigations and bad beneficiaries
Andrea E. Frisby — Farris LLP, Vancouver
BREAK (2:50 – 3:00)
Wills/Trusts/Inter Vivos Litigation Issues (3:00 – 3:55)
- Land (Spouse Protection) Act
- attacking alter ego trusts/joint partner trusts
- wills variation issues
- resulting trusts: a litigation perspective
- bad beneficiaries and rogue personal representatives
Kimberly A. Kuntz — Scion Law LLP, Vancouver
Closing Remarks (3:55 – 4:00)
Ingrid M. Tsui — Alexander Holburn Beaudin + Lang LLP, Vancouver
Amanda N. Winters — Farris LLP, Vancouver
Amanda N. Winters — Farris LLP, Vancouver
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Slides: Agreements Between Spouses with Blended Families
Paper: Agreements Between Spouses with Blended Families
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