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British Columbia Estate Planning & Wealth Preservation - Print



Product Type: Publications - Print
ISBN: 1-55258-211-6
Pages: 1294
Price: $379.00
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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 1, 2024

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!

British Columbia Estate Planning and Wealth Preservation was first published in January 2002. The 2024 Update reflects new case law, legislation, and practice, including:

  • cases, legislation, and commentary brought current to March 1, 2024, unless otherwise noted
  • new stand-alone chapter on the use of multiple wills in estate planning with expanded discussion
  • 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, federal and provincial "anti-flipping" rules, and the AMT tax regime
  • updated discussion of specific realty taxes related to foreign buyers, speculation and vacancy, and underused housing
  • introduction to the nature and structure of First Home Savings Accounts and their relevance to estate planning
  • revised forms and precdents
Product Type Price
Print $379

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 30% off the price of the print copy.

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

CLEBC Legal Editor
Jennifer E. Thorne
jennifert@cle.bc.ca

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