Beyond papering the trust deed
Thursday, June 4, 2026
9:00 am – 4:00 pm
Vancouver location TBA
or attend via webinar
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Who should attend: Lawyers practicing in the area of wills, estates & trusts. This course may also be of interest to accountants, financial advisors, trust officers, wealth management specialists, and other estate planning professionals.
Learning level: Intermediate/Advanced
The trust (inter vivos or testamentary) is in place, and now the challenging work begins: advising the key players.
This program will provide a deep dive into the many issues that can arise when advising trustees (prospective or acting) on their duties and the proper exercise of their powers. It will consider how best to advise beneficiaries who may be facing challenges in dealing with the trustees or family law claims against their interest in the trust property. The complexities of charitable giving in trust planning will be explored and, of course, an always necessary update on tax matters.
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
Fiona Hunter — Horne Coupar LLP, Victoria
Pricing
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EARLY BIRD
Register by May 7/26 |
Regular Price
After May 7/26 |
| In-person* |
$659 |
$739 |
| In-person Articled Student* |
$419 |
$419 |
| Webinar |
$559 |
$639 |
| Webinar Articled Student |
$319 |
$319 |
|
*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?
CLEBC is committed to reducing barriers to legal education. We value your contributions and encourage your participation in all of our programs. To increase accessibility, we offer a 50% discount* to all self-identifying 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 registrants.
|
CLEBC Program Lawyer*
Nadia Myerthall
nmyerthall@cle.bc.ca
*non-practising