Agenda - March 6th, 2019

   9:00

Welcome and Introduction by PBLI

   9:05

Chair's Welcome and Introduction

 

Cheyenne Reese

Legacy Tax + Trust Lawyers

 

   9:10

Choice of Law and Multiple Wills

 

Peter J. Glowacki

Borden Ladner Gervais LLP

 

  • Choice of law considerations
  • Determining location of different types of assets
  • Using separate wills for assets in different jurisdictions
  • Traps to avoid when drafting multiple wills
  • Practice points when administering multiple wills

 

   9:50

Questions and Discussion

  10:00

Refreshment Adjournment

  10:15

Real Estate Holdings

 

Alison Oxtoby

Balmains Law Corporation

 

  • Speculation Tax and Vancouver Vacancy Tax
  • Foreign Buyers Tax
  • Changes to the principal residence exemption applicable to non-residents of Canada
  • Inbound investment planning

 

  10:55

Questions and Discussion

  11:05

Working with International Clients

 

Peter A. Wong

Borden Ladner Gervais LLP

 

Banking Representative

RBC Wealth Management

 

  • Practice management tips for working with international clients

 

  11:50

Questions and Discussion

  12:00

Networking Lunch

   1:00

Select Canadian Tax Considerations: When Should We Still Be Using Trusts?

 

Kate Marples

Legacy Tax + Trust Lawyers

 

  • Residency and deeming provisions
  • Source rules for taxation of income
  • Tax implications of repatriating to Canada
  • When and when not to use trust

 

   1:45

Questions and Discussion

   1:55

Considerations When Choosing Your Decision-Makers
 

Litza N. Anderson

Scotia Wealth Management

 

Michelle L. Isaak

DLA Piper (Canada) LLP

 

  • Looking at the various estate planning roles:

     - Right person for the role

     - co-appointments vs. sole appointments

     - Impact of naming non-residents

     - When to consider a professional

 

   2:40

Questions and Discussion

   2:50

Refreshment Adjournment

   3:05 US Tax and Estate Issues
 

Cheyenne Reese

Legacy Tax + Trust Lawyers

 

  • US estate and gift tax issues
  • Select tax consequences of dual citizenship
  • Considerations when choosing US decision-makers or beneficiaries

 

   4:00 Select International Tax Considerations
 

David R. Baxter

Thorsteinssons LLP

 

  • Offshore trusts: select planning points and repatriation
  • Offshore investment funds
  • Domestic trusts with non-resident beneficiaries
  • Emigration planning

 

   4:45 Questions and Discussion
   4:55 Chair's Closing Remarks 
   5:00 Program Concludes