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 taught Succession at the Peter A. Allard School of Law at UBC for three years.
Online Moderator
Allison Sharkey — Legacy Tax + Trust Lawyers, Vancouver
Faculty
Georgia Barnard — Legacy Tax + Trust Lawyers, Vancouver
Peter J. Glowacki — Borden Ladner Gervais LLP, Vancouver
Amanda M. James — Apna Law LLP, Burnaby
Helen H. Low, KC — Fasken Martineau DuMoulin LLP, Vancouver
Kate S. Marples — Legacy Tax + Trust Lawyers, Vancouver
Alison Oxtoby — Fasken Martineau DuMoulin LLP, Vancouver
Melissa Perry — Norton Rose Fulbright Canada LLP, Vancouver
Ingrid M. Tsui — Alexander Holburn Beaudin + Lang LLP, Vancouver
Click here for full faculty bios
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British Columbia Estate Planning & Wealth Preservation
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: March 15, 2025
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!
The 2025 Update reflects new case law, legislation, and practice, including:
- cases, legislation, and commentary brought current to March 15, 2025
- inclusion of information and commentary from recent tax conferences and roundtables
- up-to-date discussion of the tax regime related to reportable and notifiable transactions in the context of tax, trust, and estate planning
- coverage of the existing and proposed changes to the general anti-avoidance rule, the tax payable on intergenerational transfers of businesses, and the AMT tax regime
- updated discussion of specific realty taxes relating to foreign buyers, speculation and vacancy, underused housing, and federal and provincial "anti-flipping" rules
- revised forms and precedents