British Columbia Estate Planning & Wealth Preservation - Print

Name: British Columbia Estate Planning & Wealth Preservation
Price: 281 CAD
Availability: Order
ISBN: 1-55258-211-6

British Columbia Estate Planning & Wealth Preservation - Print

Product Type: Publications - Print

ISBN: 1-55258-211-6

Pages: 1202

Price: $281.00

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DescriptionMore DetailContributors

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 1, 2020

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 2020 Update to the British Columbia Estate Planning and Wealth Preservation includes:

cases, legislation, and commentary now current to February 1, 2020, unless otherwise noted
inclusion of, and commentary regarding, late-breaking amendments from the 2020 Provincial Budget
expanded guidance on the complex "tax on split income" provisions
development of new sections regarding hybrid policies for life insurance and newly-introduced RRSP annuities for income tax purposes
addition of noteworthy cases from the previous year, including, among others, Smet v. Smet (the "l’Elvis français" case) and Marley v. Salga (where a will was found to have the effect of severing a joint tenancy)

Product Type	Price
Print	$281
Sign up for a Standing Order to receive notice one month before a new update is released and receive a special update price. Contact Customer Service for more information. Sign up for an annual subscription to this title and receive 35% off the price of the print copy.

Discover all of our Wills, Estates, and Trusts resources here

CLEBC Legal Editor
Edie Ryan
eryan@cle.bc.ca

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Chapters

1. Tax Fundamentals

2. Private Business Succession

3. Life Insurance

4. Registered Investment Accounts

5. The RESP

6. Inter Vivos Trust Planning

7. Protection from Claims

8. Joint Tenancies in Estate Planning

9. Post-mortem Remedial Income Tax Planning

10. Personal Use Real Estate

11. Canadian Tax Considerations in International Estate Planning

12. Multi-jurisdiction Wills

13. U.S. Tax Considerations in Estate Planning for Canadians

14. Planned Charitable Giving

15. Planning for Incapacity

16. Trusts for Persons with Disabilities

17. The RDSP in Estate Planning

Forms and Precedents

Tables
Case Table
Statutes and Related Material Table
Index

Editorial Board
Stephanie J. Daniels — Farris, Vaughan, Wills & Murphy, Vancouver
Mary B. Hamilton, QC — Alexander Holburn Beaudin + Lang LLP, Vancouver
Fiona Hunter — Horne Coupar, Victoria
Elaine E. Reynolds, QC — Legacy Tax + Trust Lawyers, Vancouver

Authors
Kate N. Bake-Paterson — DLA Piper (Canada) LLP, Vancouver
Jeffrey Bichard — Legacy Tax + Trust Lawyers, Vancouver
Daphne Chu — Legacy Tax + Trust Lawyers, Vancouver
Stephanie J. Daniels — Farris, Vaughan, Wills & Murphy, Vancouver
Sally Dennis — Farris, Vaughan, Wills & Murphy LLP, Vancouver
Emma Ferguson — Alexander Holburn Beaudin + Lang LLP, Vancouver
Andrea E. Frisby — Legacy Tax + Trust Lawyers, Vancouver
Aubrie Girou — Alexander Holburn Beaudin + Lang LLP, Vancouver
Kay Gray — Grant Thornton LLP, Vancouver
Deidre J. Herbert — McLellan Herbert, Vancouver
Fiona Hunter — Horne Coupar, Victoria
Chris F. Ireland — PPI Advisory, Vancouver
Michelle L. Isaak — DLA Piper (Canada) LLP, Vancouver
Sam. S. Liang — Liang Tax Lawyers, Vancouver
Frank W. Quo Vadis — Koffman Kalef LLP, Vancouver
Cheyenne Reese — Legacy Tax + Trust Lawyers, Vancouver
Christopher Ross — DLA Piper (Canada) LLP, Vancouver
Rose Shawlee — Richards Buell Sutton LLP, Vancouver
James P. Shumka — Legacy Tax + Trust Lawyers, Vancouver
Genevieve N. Taylor — Legacy Tax + Trust Lawyers, Vancouver
David G. Thompson — Thorsteinssons LLP, Vancouver
Corina S. Weigl — Fasken Martineau DuMoulin LLP, Toronto
Mark S. Weintraub, QC — Clark Wilson LLP, Vancouver
Laura E. West — Norton Rose Fulbright Canada LLP, Vancouver
Sadie L. Wetzel — DLA Piper (Canada) LLP, Vancouver

Role	Name
Book Author	Daphne Grace Chu
Book Author	Sam S. Liang
Book Author	Jeffrey Bichard
Book Author	Aubrie Girou
Book Author	Christopher Ross
Book Author	Chris Ireland
Book Author	Sadie L. Wetzel
Book Author	Rose Shawlee
Book Author	Cheyenne J.H. Reese
Book Author	Andrea E. Frisby
Editorial Board	Stephanie J. Daniels
Book Author	Stephanie J. Daniels
Book Author	Kate Bake-Paterson
Book Author	Sally Dennis
Book Author	Emma J. Ferguson
Book Author	Kay E. Gray
Editorial Board	Mary B. Hamilton, KC
Book Author	Deidre J. Herbert
Editorial Board	Fiona Hunter
Book Author	Fiona Hunter
Book Author	Michelle L. Isaak
Book Author	Frank W. Quo Vadis
Editorial Board	Elaine E. Reynolds, KC
Book Author	James P. Shumka
Book Author	Genevieve N. Taylor
Book Author	David G. Thompson
Book Author	Corina Weigl
Book Author	Mark S. Weintraub, KC
Book Author	Laura West

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British Columbia Estate Planning & Wealth Preservation - Print

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