British Columbia Estate Planning & Wealth Preservation

Name: British Columbia Estate Planning & Wealth Preservation
Price: 329 CAD
Availability: Order
ISBN: 1-55258-211-6

Product Type: Publications - Print + Online

ISBN: 1-55258-211-6

Pages: 1180

Price: $329.00

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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 7, 2019

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!

Highlights of the 2019 Update include:

commentary on the following developments from the past year:
- changes to the split income provisions in the Income Tax Act ("TOSI")
- changes to the taxation of passive investments in Canadian-controlled private corporations ("CCPCs")
- potential implementation of the Land Owner Transparency Act and the resulting effects on companies, trusts, and partnerships
- the Supreme Court of Canada's recent review of the law related to unjust enrichment in Moore v. Sweet, 2018 SCC 52
- distinguishing graduated rate estates and testamentary trusts
- the Supreme Court of Canada's consideration of the nature of discretionary trust interests in SA v. Metro Vancouver Housing Corp., 2019 SCC 4
- the recently enacted Speculation and Vacancy Tax Act
captures recent amendments to the Wills, Estates, and Succession Act (am. 2019-4-6)
commentary on over 45 new cases

Product Type	Price
Online-Only	$239/year
Print + Online Package	$329
Stay current—sign up for our Standing Order list! Receive a friendly reminder one month before a new update is published. Contact Customer Service for more information.

CLEBC Legal Editor
Katelyn Rattray
krattray@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

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

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
Gordon Behan — Clark Wilson LLP, Vancouver
Jeffrey Bichard — Legacy Tax + Trust Lawyers, Vancouver
Daphne Chu — Legacy Tax + Trust Lawyers, Vancouver
Emily Clough — Clark Wilson LLP, 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
Rong (Lauren) Liang — Clark Wilson LLP, Vancouver
Sam. S. Liang — Liang Tax Lawyers, Vancouver
Amy A. Mortimore — Clark Wilson LLP, Vancouver
Aaron Pearl — Clark Wilson LLP, Vancouver
Frank W. Quo Vadis — Koffman Kalef LLP, Vancouver
Cheyenne Reese — Legacy Tax + Trust Lawyers, Vancouver
Catherine Repel — Clark Wilson LLP, Vancouver
Michael P. Scott — Clark Wilson LLP, Vancouver
Rose Shawlee — Richards Buell Sutton LLP, Vancouver
James P. Shumka — Legacy Tax + Trust Lawyers, Vancouver
Polly Storey — Clark Wilson LLP, 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
Dennis Yee — 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	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	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
Book Author	Fiona Hunter
Editorial Board	Fiona Hunter
Book Author	Michelle L. Isaak
Book Author	Raman Johal
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	Richard Weiland
Book Author	Laura West
Book Author	Dennis Yee

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British Columbia Estate Planning & Wealth Preservation

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