BC Estate Planning & Wealth Preservation

The long awaited practice manual for top-level estate planners in British Columbia

This publication is essential for: top-level estate planners in British Columbia.

Current to: April 21, 2015

ONLINE ONLY annual subscriptions are available. Subscribe now.

Highlights of the 2015 update:

• new commentary throughout for recent tax developments affecting alter ego trusts, joint spousal trusts, spousal trusts, and other trusts; topics include
  • graduated rate estates
  • joint liability for payment of taxes
  • donation tax credits and effect on charitable giving
  • qualified disability trusts and disability tax credits
• updated inter vivos trust clauses (chapter 5)
• updated analysis of family law planning (chapter 6)
• new discussion on compliance certificates of non-residents (chapter 9)
• new passages on harmonization of European conflicts of law rules (chapter 10)
• new coverage on elder abuse issues (chapter 13)
• new case law throughout, including Carter v. Canada (Attorney General), 2015 SCC 5
• all recent federal and provincial legislative changes affecting practice
• all features of the manual brought current to February 1, 2015

Chapters
1. Tax Fundamentals
2. Private Business Succession
3. Life Insurance
4. Registered Investment Accounts
4A. The RESP
5. Inter Vivos Trust Planning
6. Asset Protection
7. Post-Mortem Remedial Income Tax Planning
8. Personal Use Real Estate
9. International Estate Planning
10. Multi-Jurisdictional Wills
11. U.S. Tax Considerations in Estate Planning for Canadians
12. Planned Charitable Giving
13. Planning for Incapacity
14.Trusts for Persons with Disabilities

Forms and Precedents
I. Private Business Succession
II. Inter Vivos Trusts
III. The RRSP, RSP, and RPP
IV. Post-Mortem Income Tax Planning
V. Personal Use Real Property
VI. Planned Charitable Giving
VII. Planning for Incapacity

Features

• accessible for the novice—beginning with tax fundamentals and moving step-by-step into specialized categories of knowledge
• specific focus on BC law, including wills and trusts, property, family relations, and adult guardianship law
• practical reviews of international estate planning, multi-jurisdiction wills, and Canada/US estates issues by noted authors
• authoritative discussion of all significant estate planning issues, including planned charitable giving, life insurance issues, creditor protection, and planning for incapacity
• designed to accompany CLEBC's acclaimed Wills and Personal Planning Precedents: An Annotated Guide
• complete—over 1,000 pages in a convenient looseleaf format with tabs
• current—all the latest developments, including the new types of inter vivos trusts and new rules for off-shore trusts—with annual updates
• model trusts and many other forms and precedents, included on CD-ROM
• online access to electronic version with hyperlinks to primary law