Course Chair
Genevieve N. Taylor — Legacy Tax + Trust Lawyers, Vancouver
About the Course Chair
Genevieve Taylor is a principal at Legacy Tax + Trust Lawyers who practices in the areas of wills, estates, trusts, and adult guardianship. She works in all aspects of estate planning and administration, including the preparation of wills, powers of attorney, representation agreements, and inter vivos trusts, as well as applications for probate and letters of administration. Genevieve has authored and co-authored a number of papers on wills, estates, trusts, and adult guardianship, and is a frequent speaker on these topics. Genevieve taught Succession at the Allard School of Law at UBC for three years.
Online Moderator
Rachael Breeze — Legacy Tax + Trust Lawyers, Vancouver
Faculty
Fiona Hunter — Horne Coupar LLP, Victoria
Christine M. Muckle — Legacy Tax + Trust Lawyers, Vancouver
Alison Oxtoby — Fasken Martineau DuMoulin LLP, Vancouver
Cheyenne J.H. Reese — Legacy Tax + Trust Lawyers, Vancouver
Ingrid M. Tsui — Alexander Holburn Beaudin + Lang LLP, Vancouver
Richard Weiland — Clark Wilson LLP, Vancouver
Geoffrey W. White, KC — Geoffrey W. White Law Corporation, Counsel, Clark Wilson LLP, Kelowna and Vancouver
Course Materials Contributors
Regan Brodziak — Articled Student, Fasken Martineau DuMoulin LLP, Vancouver
Caroline Deane — Horne Coupar LLP, Victoria
Jackie Leahy — Articled Student, Legacy Tax + Trust Lawyers, Vancouver
Hiva Parandian — Fasken Martineau DuMoulin LLP, Vancouver
Braeden Rahn — Geoffrey W. White Law Corporation, Kelowna
Click here for full faculty bios
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British Columbia Estate Planning & Wealth Preservation
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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, 2022
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 2022 Update reflects new case law, legislation, and practice.
Highlights of the 2022 Update include the following:
- cases, legislation and commentary now current to March 1, 2022, unless otherwise noted
- inclusion of information and commentary from recent tax conferences and roundtables
- discussion of s. 841.1 of the Income Tax Act and Bill C-208 with respect to Family Farm and Fishing Corporation Transfers and Reorganizations with Siblings
- new summary and reference tables regarding estate freezes under ss. 85, 86 and 51 of the Income Tax Act
- substantially revised chapter on planned charitable giving with a focus on donation planning
- updated forms and precedents, including revised Bare Trust Agreements for use in inter vivos trust planning, joint tenancies, and personal use real estate matters; and addition of recent noteworthy cases, including Simard v. Simard Estate and Chichak v. Chichak (resulting trusts), Mother 1 v. Solus Trust Company Limited (determination of spouse or common law partner), Jung v. Poole (moral duty owed to a child), Di Giacomo v. Di Giacomo and Turner v. Milne (determining a transferor’s intent), Garland v. Newhouse, (presumption against right of survivorship), Lashman v. Spencer and Gadhri v. Dhanoa (severing joint tenancy), and others