British Columbia Estate Planning & Wealth Preservation - Print

Product Type: Publications - Print

ISBN: 1-55258-211-6

Pages: 1200

Price: $419.00

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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: 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

Product Type	Price
Print	$419
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 20% off the price of the print copy.

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

CLEBC Legal Editor
Allison A. Cartier
acartier@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. Protecting the Estate Plan Against Challenges

8. Joint Tenancies

9. Post-Mortem Remedial Income Tax Planning

10. Personal Use Real Estate

11. Canadian Tax Considerations in International Estate Planning

12. Multi-Jurisdiction Estates

13. Multiple Wills

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

15. Charitable Donation Planning

16. Planning for Incapacity

17. Trusts for Persons with Disabilities

18. The RDSP in Estate Planning

Forms and Precedents

Tables
Case Table
Statutes and Related Material Table
Index

Editorial Board
Stephanie J. Daniels — Farris LLP, Vancouver
Emma Ferguson — Alexander Holburn Beaudin + Lang LLP, Vancouver
Mary B. Hamilton, KC — Alexander Holburn Beaudin + Lang LLP, Vancouver
Fiona Hunter — Horne Coupar, Victoria
Cheyenne Reese — Legacy Tax + Trust Lawyers, Vancouver

Authors
Yogesh Bhathella — Doane Grant Thornton LLP, Langley
Catherine Bunio — Alexander Holburn Beaudin + Lang LLP, Vancouver
Michael Blatchford — Miller Thomson LLP, Vancouver
Stephanie J. Daniels — Farris LLP, Vancouver
Emma Ferguson — Alexander Holburn Beaudin + Lang LLP, Vancouver
Andrea E. Frisby — Farris LLP, Vancouver
Peter J. Glowacki — Borden Ladner Gervais LLP, Vancouver
Scott Gorski — Borden Ladner Gervais LLP, Vancouver
Stephen Hsia — Miller Thomson LLP, Vancouver
Fiona Hunter — Horne Coupar, Victoria
Chris F. Ireland — PPI Advisory, Vancouver
Michelle L. Isaak — DLA Piper (Canada) LLP, Vancouver
Cody Kessler — Legacy Tax + Trust Lawyers, Vancouver
Samantha Mason — Farris LLP, Vancouver
Christine M. Muckle — Legacy Tax + Trust Lawyers, Vancouver
Alison Oxtoby — Fasken Martineau DuMoulin LLP, Vancouver
Sara Pedlow — McLellan Herbert Locke LLP, Barristers & Solicitors, Vancouver
Frank W. Quo Vadis — Koffman Kalef LLP, Vancouver
Cheyenne Reese — Legacy Tax + Trust Lawyers, Vancouver
Rose Shawlee — Boughton Law, Vancouver
Polly Storey — Clark Wilson LLP, Vancouver
Mark S. Weintraub, KC — Clark Wilson LLP, Vancouver
Laura E. West — Norton Rose Fulbright Canada LLP, Vancouver
Sadie L. Wetzel — DLA Piper (Canada) LLP, Vancouver
Ian Worland — Legacy Tax + Trust Lawyers, Vancouver

Role	Name
Book Author	Peter J. Glowacki
Book Author	Yogesh Bhathella
Book Author	Stephen Hsia
Book Author	Polly Storey
Book Author	Catherine Bunio
Book Author	Scott Gorski
Book Author	Samantha Mason
Book Author	Sara Pedlow
Book Author	Cody Kessler
Book Author	Chris Ireland
Book Author	Sadie L. Wetzel
Book Author	Christine M. Muckle
Book Author	Rose Shawlee
Editorial Board	Cheyenne J.H. Reese
Book Author	Cheyenne J.H. Reese
Book Author	Andrea E. Frisby
Editorial Board	Stephanie J. Daniels
Book Author	Stephanie J. Daniels
Book Author	Michael Blatchford
Editorial Board	Emma J. Ferguson
Book Author	Emma J. Ferguson
Editorial Board	Mary B. Hamilton, KC
Book Author	Fiona Hunter
Editorial Board	Fiona Hunter
Book Author	Michelle L. Isaak
Book Author	Alison Oxtoby
Book Author	Frank W. Quo Vadis
Book Author	Mark S. Weintraub, KC
Book Author	Laura West
Book Author	Ian Worland

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British Columbia Estate Planning & Wealth Preservation - Print

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