Estate Planning Express - 15 Minute Topics

Product Type: Course

This course has no current sessions.

DescriptionMore DetailAgenda

—Rebroadcast—

Last Kick at the Can 2017
Tuesday, December 5, 2017 OR
Wednesday, December 20, 2017
9:00 am - 12:30 pm

(Original date: Friday, April 21, 2017)

Who should attend: Intermediate to senior lawyers practicing in the area of estate planning and administration.

Learning level: Intermediate/Advanced

Keep abreast of developing issues in the world of estate planning. This fast-paced, half-day course will touch upon a host of recent legislative changes, best practices in estate planning, and solutions to quirky issues that arise, summarized in 15-minute increments.

After taking this course, you will:

gain insight into the concept of excluded assets
be up to date on wills variation cases and s.58 cases
understand the new principal residence exemption
have answers to practical questions and issues

Law Society of BC CPD Hours: 3.5 (including a minimum of 0.5 hours pertaining to professional responsibility and ethics, client care and relations, and/or practice management)

Course Chair
Kirsten H. Jenkins — Norton Rose Fulbright Canada LLP, Vancouver

Registration includes an electronic copy of the course materials.
Pricing	Last Kick at the Can Rebroadcast
Rebroadcast	$279

Webinar Archive: This course will be added to the Webinar Archive. See below to subscribe.

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CLEBC Program Lawyer
Nadia Myerthall
nmyerthall@cle.bc.ca

Course Chair
Kirsten H. Jenkins — Norton Rose Fulbright Canada LLP, Vancouver

Online Moderator
Nikki Hildebrand — Norton Rose Fulbright Canada LLP, Vancouver

About the Course Chair

Sally Campbell Kirsten H. Jenkins is a partner in Norton Rose Fulbright Canada LLP's Wealth Management Group. Kristen's practice is primarily focused on advising individuals and families regarding estate planning, trusts, business succession, and incapacity planning. Kirsten also advises individuals and financial institutions on estate and trust administration. Kirsten is an active member of the legal community and is past Chair of the Vancouver Wills & Trusts Subsection of the CBA as well as being a member of the Society of Trust and Estate Practitioners (STEP) and the Vancouver Estate Planning Council. Kirsten is a regular lecturer for professional and industry-related groups and has authored a number of articles and publications in the area of estate planning, trusts and administration.

Faculty
Lauren Blake — Legacy Tax + Trust Lawyers, Vancouver
Riley Burr — Norton Rose Fulbright Canada LLP, Vancouver
Sally Dennis — Farris, Vaughan, Wills & Murphy LLP, Vancouver
Kay E. Gray — Grant Thornton LLP, Vancouver
Mary B. Hamilton — DLA Piper (Canada) LLP, Vancouver
Nikki Hildebrand — Norton Rose Fulbright Canada LLP, Vancouver
Michelle L. Isaak — DLA Piper (Canada) LLP, Vancouver
Kirsten Jenkins — Norton Rose Fulbright Canada LLP, Vancouver
Kimberly A. Kuntz — Norton Rose Fulbright Canada LLP, Vancouver
Amy A. Mortimore — Clark Wilson LLP, Vancouver
Ian Worland — Legacy Tax + Trust Lawyers, Vancouver

Welcome and Introduction

Kirsten Jenkins — Norton Rose Fulbright Canada LLP, Vancouver

Excluded Assets: Considerations for Family Law and Estate Planning

• decision of VJF v. SKW (2016 BCCA 186)
• presumption of advancement
• impact of VJF on property division upon marriage breakdown
• impact of VJF on estate planning

Lauren Blake — Legacy Tax + Trust Lawyers, Vancouver

Change of Control When Trustees Change

• when does a change of control happen
• are there any exceptions
• what are the consequences

Ian Worland — Legacy Tax + Trust Lawyers, Vancouver

How Binding is that Marriage Agreement? Recent Wills Variation Cases

• the role of contemporary community standards
• Kish v. Sobchak Estate

Amy A. Mortimore — Clark Wilson LLP, Vancouver

Question Period

Networking Break

Alter Ego and Joint Partner Trusts and the LTO - How to Deal with Title

• using Property Transfer Tax (PTT) exemptions
• options when PPT exemptions not available
• tips and traps

Michelle L. Isaak — DLA Piper (Canada) LLP, Vancouver

New Principal Residence Exemption Rules for Trusts

• the future of principal residence trusts
• what to do with existing principal residence trusts

Riley Burr — Norton Rose Fulbright Canada LLP, Vancouver

Trusts as Designated Beneficiaries

• practical experience post WESA
• single purpose trusts
• the “secret” trust
• the existing trust as beneficiary

Sally Dennis — Farris, Vaughan, Wills & Murphy LLP, Vancouver

Question Period

POAs — Danger Points

• choice of attorneys
• execution
• timing and effectiveness

Mary B. Hamilton — DLA Piper (Canada) LLP, Vancouver

Tax Traps for Homeowners with Laneway Houses (and Other Dwellings on a Property)

• overview of income tax and GST/HST traps
• potential consequences to principal residence exemption, or worse

Kay E. Gray — Grant Thornton LLP, Vancouver

The Latest News on Section 58

• most recent cases from late 2016/early 2017
• Court of Appeal treatment of s. 58

Kimberly A. Kuntz — Norton Rose Fulbright Canada LLP, Vancouver

Question Period

Concluding Remarks

Kirsten Jenkins — Norton Rose Fulbright Canada LLP, Vancouver

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