Estate Planning Update 2024

Product Type: Course

Session 1

Format

Courses - Rebroadcast

Start Date & Time

2025-03-03

End Date & Time

2025-03-03

Online Provider

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DescriptionMore DetailAgenda

Recent developments, tools, and techniques in estate planning

—Rebroadcasts—
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.

Jump Start on CPD 2025
Monday, March 3, 2025

(Original course date: October 17, 2024)

Can't make the webinar or rebroadcasts?
Want online CPD available 24/7?
Subscribe to Courses On Demand, our comprehensive online resource with 21,500+ videos and 5,400+ papers from CLEBC courses. This course will be added to Courses on Demand approximately 30 days from the original course date.

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

Learning level: Intermediate/Advanced

Estate planning is key to securing the future financial security of your clients and their families. To create well-designed estate plans that meet your clients' goals, you need to keep current on relevant law and techniques.

Join us as experienced faculty explore important topics of the day and provide you with tools so you can ensure that your clients' estates are distributed in an orderly fashion and without controversy. You will leave this course up to date and confident in your ability to create practical plans for your clients' assets.

Join us and be the advisor your clients deserve today!

After taking this program, you will:

be aware of case law and legislative updates
understand drafting trends
gain insight into estate planning tools
be aware of ways to be defensive
understand what to do when your client inherits a tax mess
gain tips on planning for international connections

Register for this course and the Estate Litigation Update 2024 course on Friday, October 18, 2024, and SAVE on your registration for both! Click here to register for the two-day Wills, Estates and Trusts Conference 2024.

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)

Course Chair
Genevieve N. Taylor — Legacy Tax + Trust Lawyers, Vancouver

Jump Start 2025	EARLY BIRD Register by Feb. 3/25	Regular Price After Feb. 3/25
Rebroadcast	$479	$549
Rebroadcast Articled Student	$279	$279

Are you a member of the Indigenous legal community (lawyer/Articled Student/legal support staff/paralegal) or a non-lawyer Indigenous community member?
We value your contributions and encourage your participation in all of our programs. To increase accessibility, we offer a 50% discount* to all Indigenous lawyers/Articled Students/legal support staff/paralegals and a limited number of free online registrations to non-lawyer Indigenous community members. (*discount applies to Regular prices, not Early Bird prices). Please contact Customer Service to find out more.

Unable to attend a course without financial assistance from CLEBC?
Click here for bursary information.

Want to register for a course now, but prefer a monthly payment plan?
Check out our Easy Pay Plan.

Registration includes an electronic copy of the reference materials and lunch for in-person registration.

CLEBC Program Lawyer*
Nadia Myerthall
nmyerthall@cle.bc.ca
*non-practising

Course Chair
Genevieve N. Taylor — Legacy Tax + Trust Lawyers, Vancouver

About the Course Chair
Genevieve Taylor is a principal at Legacy Tax + Trust Lawyers who practices in the areas of wills, estates, trusts, and adult guardianship. She works in all aspects of estate planning and administration, including the preparation of wills, powers of attorney, representation agreements, and inter vivos trusts, as well as applications for probate and letters of administration.

Genevieve has authored and co-authored a number of papers on wills, estates, trusts, and adult guardianship, and is a frequent speaker on these topics. Genevieve has taught the Succession law course at the Peter A. Allard, School of Law, UBC for three years.

Online Moderator
Georgia Barnard — Legacy Tax + Trust Lawyers, Vancouver

Faculty
Varinder Chahal, CPA, CGA — Tax Manager, Manning Elliott LLP, Abbotsford
Dwight D. Dee — Miller Thomson LLP, Vancouver
Christine M. Muckle — Legacy Tax + Trust Lawyers, Vancouver
Alison Oxtoby — Fasken Martineau DuMoulin LLP, Vancouver
Laura M. Peach — Legacy Tax + Trust Lawyers, Vancouver
Maryanne Prohl — Director, Risk Management, Lawyers Indemnity Fund, Vancouver
Cheyenne J.H. Reese — Legacy Tax + Trust Lawyers, Vancouver
Colleen E. Selby — MacLeod & Company, Vancouver
Ingrid M. Tsui — Alexander Holburn Beaudin + Lang LLP, Vancouver

Course Materials Contributor
Maggie Lee — Alexander Holburn Beaudin + Lang LLP, Vancouver
Hillary Linden — Miller Thomson LLP, Vancouver

Click here for full faculty bios

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British Columbia Estate Planning & Wealth Preservation

Contact Customer Service to order

Create effective estate plans that fulfill your clients' wealth preservation goals

This publication is essential for: practitioners looking for estate planning guidance, including tax advice and sample trusts, to address a diverse range of client needs

Current to: February 15, 2023

The legal profession is experiencing the largest intergenerational transfer of wealth in history. BC Estate Planning & Wealth Preservation is your comprehensive guide to effective estate planning techniques for complicated portfolios. Focused on tax-based planning in BC, this manual is designed to accompany Wills and Personal Planning Precedents: An Annotated Guide by providing commentary and annotated forms to equip you to create trusts and other wealth preservation tools to complement your client's will.

With this resource, you will be able to:

determine a sensible approach for your clients' estate planning needs
create practical estate plans to preserve your clients' and their families' wealth
confidently handle a wide range of client estate portfolios and assets

View a sample from this book!

British Columbia Estate Planning and Wealth Preservation was first published in January 2002. The 2023 Update reflects new case law, legislation, and practice.

Highlights of the 2023 Update include the following:

cases, legislation and commentary now current to February 15, 2023, unless otherwise noted
inclusion of information and commentary from recent tax conferences and roundtables
up-to-date discussion of the proposed legislative amendments dealing with reportable and notifiable transactions, and the potential impact of those amendments on tax and trust planning practices by estate professionals
summary of the new provisions of the Income Tax Act relating to the disposition of personal use property and the availability of the capital gains exemption
revised discussion of specific realty taxes related to foreign buyers, speculation and vacancy, and underused housing
updated procedure for remote electronic witnessing of document signing under the Power of Attorney Act and Representation Agreement Act
revised forms and precedents

Course Introduction and Land Acknowledgement (9:00 – 9:10)

Nadia Myerthall — Program Lawyer, CLEBC, Vancouver
Genevieve N. Taylor — Legacy Tax + Trust Lawyers, Vancouver

Online Moderator: Georgia Barnard — Legacy Tax + Trust Lawyers, Vancouver

Case Law and Legislative Update (9:10 – 10:05)

beneficiary designations and resulting trust issue
capacity issues
executor powers and status
select tax issues affecting estate and trusts

Alison Oxtoby — Fasken Martineau DuMoulin LLP, Vancouver

Drafting Trends (10:05 – 10:55)

impact of disclosure rules on drafting choices
choosing between dual wills and AET/JPT
land issues

Ingrid M. Tsui — Alexander Holburn Beaudin + Lang LLP, Vancouver

BREAK (10:55 – 11:10)

Planning with the Acronyms: RRSPs, RRIFs, TFSAs, RDSPS, RESPs, FHSAs (11:10 – 12:05)

options for beneficiary/successor designations
tax treatment on death
rollovers
- spouse
- dependents
planning and drafting issues

Dwight D. Dee — Miller Thomson LLP, Vancouver

NETWORKING LUNCH (provided to in-person registrants) (12:05 – 1:05)

Being Defensive (1:05 – 1:45)

top claims in 2023 and future trends
you don't have to do it alone
how to put your best file forward
what to do when you have been asked to produce your file or to be a witness

Maryanne Prohl — Director, Risk Management, Lawyers Indemnity Fund, Vancouver
Colleen E. Selby — MacLeod & Company, Vancouver

When You Inherit a Tax Mess (1:45 – 2:40)

delinquent filers—missed elections and reporting issues
rollover issues
assorted liquidity/collections issues

Varinder Chahal, CPA, CGA — Tax Manager, Manning Elliott LLP, Abbotsford
Laura M. Peach — Legacy Tax + Trust Lawyers, Vancouver

BREAK (2:40 – 2:55)

It's a Small World: Planning for International Connections (2:55 – 3:55)

international beneficiaries and their complications
US connections: what actions to take and when to get help
international owners of BC assets

Christine M. Muckle — Legacy Tax + Trust Lawyers, Vancouver
Cheyenne J.H. Reese — Legacy Tax + Trust Lawyers, Vancouver

Genevieve N. Taylor — Legacy Tax + Trust Lawyers, Vancouver

Closing Remarks (3:55 – 4:00)

Genevieve N. Taylor — Legacy Tax + Trust Lawyers, Vancouver

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Estate Planning Update 2024

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