Estate Planning Express 2020 - 15 Minute Topics

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

About the Course Chair
Kirsten Jenkins is a partner in Norton Rose Fulbright Canada LLP's Wealth Management Group. Kirsten'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.

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

Faculty
Scott Boucher — Norton Rose Fulbright Canada LLP, Vancouver
Emma J. Ferguson — Alexander Holburn Beaudin + Lang LLP, Vancouver
Ian Humphries — Thorsteinssons LLP, Vancouver
Fiona Hunter — Horne Coupar LLP, Victoria
Michelle L. Isaak — DLA Piper (Canada) LLP, Vancouver
Roger D. Lee — DLA Piper (Canada) LLP, Vancouver
Alison Oxtoby — Balmains Law Corporation, Kelowna 
Carmen S. Thériault, QC — Norton Rose Fulbright Canada LLP, Vancouver
Geoffrey W. White — Geoffrey W. White Law Corporation & Counsel, Clark Wilson LLP, Kelowna and Vancouver

Click here for full faculty bios

Welcome and Land Acknowledgement

Kirsten Jenkins — Norton Rose Fulbright Canada LLP, Vancouver

Valuing Assets for Probate and P14 Amendments

• valuing real property on P10
• response of registry to amendments—Re Bouma Estate
• amending values generally

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

Immediate Constitution of a Trust

• what is it?
• discussion of LaRochelle v. Soucie Estate
• practical considerations

Carmen S. Thériault, QC — Norton Rose Fulbright Canada LLP, Vancouver

Value of an Interest in a Discretionary Trust

• update on recent cases

Emma J. Ferguson — Alexander Holburn Beaudin + Lang LLP, Vancouver

Question Period

BREAK

Uses of Powers of Appointment

• what are they
• when to use them
• how to use them

Fiona Hunter — Horne Coupar LLP, Victoria

Duty to Disclose Estate Plans to Spouses

• discussion of recent case of Volovsek v. Donaldson

Scott Boucher — Norton Rose Fulbright Canada LLP, Vancouver

Medical Assistance in Dying (MAiD)

• update on use
• three important developments
• conscientious objection and referrals
• helping our clients

Geoffrey W. White — Geoffrey W. White Law Corporation & Counsel, Clark Wilson LLP, Kelowna and Vancouver

Question Period

New Trust Reporting Rules under the Income Tax Act

• the current regime
• the legislative amendments and proposed regime
• practical examples
• advising our clients

Ian Humphries — Thorsteinssons LLP, Vancouver

Transfers Into Joint Tenancy: Resulting Trusts and Resulting Problems

• applicable presumptions
• documenting intention
• timing considerations

Alison Oxtoby — Balmains Law Corporation, Kelowna 

Section 58 Update

• discussion of latest cases and trends

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

Question Period

Concluding Remarks

Kirsten Jenkins — Norton Rose Fulbright Canada LLP, Vancouver