Trusts in the 21st Century 2023: The Seas Are Getting Choppier

Product Type: Course

This course has no current sessions.

DescriptionMore DetailAgenda

The trust: adapting to change or throwing in the towel

On the rebroadcast date, you will have until midnight of that rebroadcast date to access the course. Please note that technical support will be available during regular CLEBC business hours.

Last Kick at the Can Series 2023
Tuesday, December 12, 2023
Wednesday, December 20, 2023

(Original Webinar Date: May 25, 2023)

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Who should attend: Lawyers practicing in the area of wills, estates & trusts. This course may also be of interest to accountants, financial advisors, trust officers, wealth management specialists, and other estate planning professionals.

Learning level: Intermediate/Advanced

Trusts have been an effective estate planning tool for centuries. But they have taken a beating in recent years, with allegations that they are simply a tool of the wealthy to avoid taxes, of criminals to launder money, and of terrorists.

Learn how new reporting requirements at both the federal and provincial level affect trust planning, and how to use overriding powers to maintain flexibility in the future. Advising trustees on substantive and administrative matters, as well as considerations for dealing with beneficiaries, will be covered.

The course will provide you with the best practices to better equip you in advising clients in this complex area.

After taking this program, you will:

  • understand how to use trusts as an estate planning tool
  • gain knowledge of the recent changes to reporting requirements
  • understand issues with trusteeship, settling property, overriding powers, non-BC trusts, and choosing beneficiaries
  • receive practice tips for advising clients regarding trusts

Law Society of BC CPD Hours: 6 hours (this course will contain a minimum of 1 hour pertaining to professional responsibility and ethics, client care and relations, and/or practice management). Please note: The CPD hours of the rebroadcast will either meet or exceed the CPD hours of the original live webinar course.

Course Chair
Fiona Hunter — Horne Coupar LLP, Victoria

Last Kick at the Can 2023
Rebroadcast $508
Rebroadcast Articled Student $254

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Registration includes an electronic copy of the reference materials.

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CLEBC Program Lawyer*
Nadia Myerthall

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