Welcome and Land Acknowledgement (9:00 – 9:10)
Kirsten Jenkins — Norton Rose Fulbright Canada LLP, Vancouver
Pour Over Wills (9:10 – 9:25)
- review of new decisions in Nova Scotia and Ontario
- tips and traps and planning options
Laura West — Norton Rose Fulbright Canada LLP, Vancouver
Pecore Planning in the Age of Transparency (9:25 – 9:40)
- trust reporting rules
- housing tax and LOTA compliance
- unwinding past planning
Richard Weiland — Clark Wilson LLP, Vancouver
Unusual Issues in Probate Applications (9:40 – 9:55)
- dealing with potential testamentary documents and s. 58
- grant applications for non-domiciled deceased
- P10 amendments
Michelle L. Isaak — DLA Piper (Canada) LLP, Vancouver
Question Period (9:55 – 10:10)
BREAK (10:10 – 10:25)
Momentous Decisions—Toigo Estate (Re) (10:25 – 10:40)
- does the court have the jurisdiction to grant an order amounting to, in effect, a blessing of the exercise of a trustee's discretion?
- when is it appropriate for the trustee to ask the court to invoke its inherent jurisdiction to approve of a trustee's decision?
- what are the legal considerations?
Eric B. Clavier — Fasken Martineau DuMoulin LLP, Vancouver
Underused Housing Tax—Tips and Traps (10:40 – 10:55)
- what is residential property?—properties that one might not expect to have to file for
- trusts and excluded owners—filing requirements
- when are trusts exempt?—specified Canadian trusts and the relevant beneficiaries to consider
Zheting Su — Thorsteinssons LLP, Vancouver
"I'll Know It When I See It"—Marriage-like Relationships (10:55 – 11:10)
- recent cases
- intention and objective factors
- need financial dependence, intimate relations, and mingling of property and finances?
Roger D. Lee — DLA Piper (Canada) LLP, Vancouver
Question Period (11:10 – 11:25)
Trusted Person Concept (11:25 – 11:40)
- what is this concept
- what's the purpose of it
- interaction with powers of attorney
Jason Demmitt, CIM, FMA, FCSI — Associate Branch Director – RBC Dominion Securities, Vancouver
Jen Tennant, CPA, CA, FEA — Associate Wealth Advisor – RBC Dominion Securities, Vancouver
Section 58 Cases Update (11:40 – 11:55)
- review of recent decisions
- comment on trends
- practice suggestions
Janis Ko — Fasken Martineau DuMoulin LLP, Vancouver
Trustee Remuneration in Complex Structures (11:55 – 12:10)
- drafting considerations
- different approaches to setting fees
- compensation for multiple roles
Kirsten Jenkins — Norton Rose Fulbright Canada LLP, Vancouver
Question Period (12:10 – 12:25)
Concluding Remarks (12:25 – 12:30)
Kirsten Jenkins — Norton Rose Fulbright Canada LLP, Vancouver