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Trusts in the 21st Century 2023: The Seas Are Getting Choppier







Product Type: Course

Format
Courses - In-Person
Start Date & Time
2023-05-25 9:00 AM
End Date & Time
2023-05-25 4:30 PM
Location
Vancouver location TBA

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Format
Courses - Webinar
Start Date & Time
2023-05-25 9:00 AM
End Date & Time
2023-05-25 4:30 PM
Online Provider
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DescriptionMore DetailAgenda

The trust: adapting to change or throwing in the towel

Thursday, May 25, 2023
9:00 am – 4:00 pm
Vancouver Location TBA
or attend via webinar

Can't make the webinar or rebroadcasts?
Want online CPD available 24/7?
Subscribe to Courses On Demand, our comprehensive online resource with 21,500+ videos and 5,400+ papers from CLEBC courses. This course will be added to Courses on Demand approximately 30 days from the original course date.

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

Trusts have been an effective estate planning tool for centuries. But they have taken a beating in recent years, with allegations that they are simply a tool of the wealthy to avoid taxes, of criminals to launder money, and of terrorists.

Learn how new reporting requirements at both the federal and provincial level affect trust planning, and how to use overriding powers to maintain flexibility in the future. Advising trustees on substantive and administrative matters, as well as considerations for dealing with beneficiaries, will be covered.

The course will provide you with the best practices to better equip you in advising clients in this complex area.

After taking this program, you will:

  • understand how to use trusts as an estate planning tool
  • gain knowledge of the recent changes to reporting requirements
  • understand issues with trusteeship, settling property, overriding powers, non-BC trusts, and choosing beneficiaries
  • receive practice tips for advising clients regarding trusts

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
 EARLY BIRD 
Register by Apr. 27/23		 Regular Price
After Apr. 27/23
In-person* $582   $533 $639   $582
In-person Articled Student $364.50   $336 $364.50   $336
Webinar $492   $443 $549   $492
Webinar Articled Student $274.50   $246 $274.50   $246

*Please note: The in-person session is dependant on a minimum number of registrants and may not be confirmed until 4 weeks before the course date.

Are you an Indigenous lawyer or community member?
Click here for special pricing.

Do you need financial assistance?
Click here for bursary information.

Experiencing financial hardship due to COVID-19?
You may be eligible for further reductions in our course prices.
Please contact Customer Service for more information.

Registration includes an electronic copy of the reference materials and lunch for
in-person registration.

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CLEBC Program Lawyer*
Nadia Myerthall
nmyerthall@cle.bc.ca
*non-practising

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