Agenda - June 13th, 2019

   9:00

Welcome and Introduction by PBLI

   9:05

Chair's Welcome and Introduction

 

Ingrid Tsui

Alexander Holburn Beaudin + Lang LLP

 

   9:10

Trusts Case Law Update

 

Scott Boucher

Norton Rose Fulbright Canada LLP

 

  • Case law review

 

   9:50

Questions and Discussion

  10:00

Refreshment Adjournment

  10:15

Trusts and Tax: Key Considerations

 

Asif Abdulla

Thorsteinssons LLP

 

  • Taxation of trust income
  • Graduated Real Estates
  • Donations: Trusts vs. Estate

 

  11:05

Questions and Discussion

  11:15

Planning Around the Deemed Disposition Rule

 

Kate S. Marples

Legacy Tax + Trust Lawyers

 

  • Deemed disposition rules
  • Rollouts to beneficiaries and limitations
  • Corporate freezes
  • Other tax-related strategies in advance of the 21st anniversary

 

  12:05

Questions and Discussion

  12:15

Networking Lunch

   1:15

Trusts and Real Estate: Select Issues

 

Alison Oxtoby

Balmains Law Corporation

 

  • Speculation and Vacancy Tax
  • Empty Homes Tax
  • Property Transfer Tax, including:

      - Foreign Buyers Tax

      - Anti-avoidance rules    

  • CRA trust reporting requirements
  • Changes to the principal residence exemption for trusts

 

   2:00

Questions and Discussion

   2:10

Trusts and Family Law
 

Scottt L. Booth

Jenkins Marzban Logan LLP

 

  • The interface between trusts and family law
  • Proactive protection: considerations for cohabitation and marriage agreements
  • Exposure to claims by a former spouse

 

   2:50

Questions and Discussion

   3:00

Refreshment Adjournment

   3:15 Disability Planning Using Trusts
 

Hugh S. McLellan

McLellan Herbert, Barristers & Solicitors

 

  • Disability benefits in BC
  • Avoiding clawbacks to Provincial benefits
  • Planning in wills
  • Inter-vivos trusts
  • SCC decision in SA v. MVHC 2019 SCC 4

 

   3:55 Questions and Discussion
   4:05 Planning for the Future Using Trusts: A Case Study
 

Ryan Hoag

MNP LLP

 

Ingrid Tsui

Alexander Holburn Beaudin + Lang LLP

 

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