Agenda - April 12th, 2016

  9:00

Welcome and Introduction by PBLI

  9:05

Chairs' Welcome and Introduction

 

Shane Onufrechuk
KPMG LLP

 

Mary Hamilton
DLA Piper (Canada) LLP

  9:10

Decision Making Basics: The Building Blocks

 

Barbara Janzen

Bull, Housser & Tupper LLP

  • What is capacity?
  • Who can make a decision?
  • The effect of incapacity

   9:40

Questions and Discussion

   9:45

Government Benefits and Tax Considerations: What You Need to Know Now

 

Shane Onufrechuk
KPMG LLP

 

Samuel Turcott
Disability Alliance BC

 

  • Federal and Provincial programs and benefits, including recent 2015 changes
  • Avoiding clawbacks to benefits
  • Tax credits and other income tax benefits
  • 2016 revisions to the income tax rules

  10:40

Questions and Discussion

  10:50

Refreshment Adjournment

  11:05

Old and New Ways of Thinking About Registered Disability Savings Plans

 

Sadie Wetzel   

DLA Piper (Canada) LLP

                       

  • Planning considerations when establishing a RDSP
  • Tips and traps:

 - Contributions

 - Withdrawals 

  11:50

Questions and Discussion

  12:00

Networking Lunch

   1:00

The Latest and Greatest Estate Planning Tools for Disabled Persons and Their Families

 

Genevieve N. Taylor

Legacy Tax + Trust Lawyers

 

  • Testamentary planning in wills
  • Inter vivos trusts
  • Other opportunities and considerations

  1:50

Questions and Discussion

  2:00

Current Approaches to Substituted Decision Making

 

Andrea E. Frisby
Legacy Tax + Trust Lawyers

 

  • Power of Attorney
  • Representation Agreements
  • Advance Directives
  • Appointment of Committee
  • Practical applications of the planning tools

  2:45

Questions and Discussion

  2:55

Refreshment Adjournment

  3:10

Unique Family Law Considerations

 

Emma Ferguson

DLA Piper (Canada) LLP

 

  • Determining ongoing support upon marriage breakdown
  • Support obligations when disability arises after marriage breakdown

  3:40

Questions and Discussion

  3:45

Stakeholder Roundtable: Learning From the Policy Makers

 

Ted Kuntz

Planned Lifetime Advocacy Network

Ian Ross & Ivan Elieff
Ministry of Social Development and Social Innovation

 

Sarah Watson
Office of the Public Guardian and Trustee of BC

 

  • An update on key developments and points of interest from the Ministry of Social Development and Social Innovation; the Public Guardian and Trustee of BC; and PLAN Canada

  4:45

Questions and Discussion

  5:00

Chairs' Closing Remarks - Program Concludes