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

Product Type: Course

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

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

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

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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

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

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.

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

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CLEBC Program Lawyer*
Nadia Myerthall

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