Estate Planning Update 2024
Course Date: October 17, 2024
Total: 5h 26min
Total Ethics: 1h
Estate Planning Update 2024
Course Date: October 17, 2024
Total: 5h 26min
Total Ethics: 1h
Course Introduction and Land Acknowledgement (9:00 – 9:10)
Nadia Myerthall — Program Lawyer, CLEBC, Vancouver
Genevieve N. Taylor — Legacy Tax + Trust Lawyers, Vancouver
Genevieve N. Taylor — Legacy Tax + Trust Lawyers, Vancouver
Online Moderator: Georgia Barnard — Legacy Tax + Trust Lawyers, Vancouver
Case Law and Legislative Update (9:10 – 10:05)
- beneficiary designations and resulting trust issue
- capacity issues
- executor powers and status
- select tax issues affecting estate and trusts
Alison Oxtoby — Fasken Martineau DuMoulin LLP, Vancouver
Drafting Trends (10:05 – 10:55)
- impact of disclosure rules on drafting choices
- choosing between dual wills and AET/JPT
- land issues
Ingrid M. Tsui — Alexander Holburn Beaudin + Lang LLP, Vancouver
BREAK (10:55 – 11:10)
Planning with the Acronyms: RRSPs, RRIFs, TFSAs, RDSPS, RESPs, FHSAs (11:10 – 12:05)
- options for beneficiary/successor designations
- tax treatment on death
- rollovers
- spouse
- dependents
- planning and drafting issues
Dwight D. Dee — Miller Thomson LLP, Vancouver
NETWORKING LUNCH (provided to in-person registrants) (12:05 – 1:05)
Being Defensive (1:05 – 1:45)
- top claims in 2023 and future trends
- you don't have to do it alone
- how to put your best file forward
- what to do when you have been asked to produce your file or to be a witness
Maryanne Prohl — Director, Risk Management, Lawyers Indemnity Fund, Vancouver
Colleen E. Selby — MacLeod & Company, Vancouver
Colleen E. Selby — MacLeod & Company, Vancouver
When You Inherit a Tax Mess (1:45 – 2:40)
- delinquent filers—missed elections and reporting issues
- rollover issues
- assorted liquidity/collections issues
Varinder Chahal, CPA, CGA — Tax Manager, Manning Elliott LLP, Abbotsford
Laura M. Peach — Legacy Tax + Trust Lawyers, Vancouver
Laura M. Peach — Legacy Tax + Trust Lawyers, Vancouver
BREAK (2:40 – 2:55)
It's a Small World: Planning for International Connections (2:55 – 3:55)
- international beneficiaries and their complications
- US connections: what actions to take and when to get help
- international owners of BC assets
Christine M. Muckle — Legacy Tax + Trust Lawyers, Vancouver
Cheyenne J.H. Reese — Legacy Tax + Trust Lawyers, Vancouver
Cheyenne J.H. Reese — Legacy Tax + Trust Lawyers, Vancouver
Genevieve N. Taylor — Legacy Tax + Trust Lawyers, Vancouver
Closing Remarks (3:55 – 4:00)
Genevieve N. Taylor — Legacy Tax + Trust Lawyers, Vancouver
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Slides: 2024 Case Law and Legislative Update
Paper: Case Law and Legislative Update – 2024
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Handout: Wills and Estates Information Sheet
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