Navigating the latest tax developments relating to estate and trust planning
Wednesday, May 14, 2025
9:00 am – 4:00 pm
Vancouver location TBA
or attend via webinar
—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.
Summer Series 2025
Wednesday, July 16, 2025
Wednesday, July 23, 2025
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Who should attend: Lawyers who practice in the area of estate planning and estate administration
Learning level: Intermediate/Advanced
Whether you are assisting a client with estate and trust planning or advising an executor or trustee of his or her duties in an estate or trust administration, you will come face to face with a multitude of tax issues.
This course will analyze common scenarios that estate and trust practitioners face and the complex tax issues that arise. You will learn about fundamental estate and trust tax issues, as well as tax issues that commonly arise in estate and trust planning in relation to corporate shareholdings, real property, cross-border issues, charitable giving, and much more.
With this detailed update, you will be equipped to identify and warn your clients of potential issues and know when it is time to seek expert advice.
After taking this program, you will:
- understand the fundamentals of tax in estate planning and the taxation of trusts
- gain knowledge of tax issues with respect to transfers of real property
- be aware of cross-border planning issues
- have an update on charitable giving
- gain knowledge regarding the end of a life or a trust
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 Chairs
Stephanie J. Daniels — Farris LLP, Vancouver
Ingrid M. Tsui — Alexander Holburn Beaudin + Lang LLP, Vancouver
Pricing
|
EARLY BIRD
Register by Apr. 16/25 |
Regular Price
After Apr. 16/25 |
| In-person* |
$619 |
$689 |
| In-person Articled Student* |
$399 |
$399 |
| Webinar |
$529 |
$599 |
| Webinar Articled Student |
$309 |
$309 |
| Summer Series 2025 |
EARLY BIRD
Register by June 16/25 |
Regular Price
After June 16/25 |
| Rebroadcast |
$479 |
$549 |
| Rebroadcast Articled Student |
$279 |
$279 |
|
*Please note: The in-person session is dependent on a minimum number of registrants and may not be confirmed until 4 weeks before the course date.
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.
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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