Agenda - June 13th, 2019


Welcome and Introduction by PBLI


Chair's Welcome and Introduction


Ingrid Tsui

Alexander Holburn Beaudin + Lang LLP



Trusts Case Law Update


Scott Boucher

Norton Rose Fulbright Canada LLP


  • Case law review



Questions and Discussion


Refreshment Adjournment


Trusts and Tax: Key Considerations


Asif Abdulla

Thorsteinssons LLP


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



Questions and Discussion


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



Questions and Discussion


Networking Lunch


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



Questions and Discussion


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



Questions and Discussion


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



Ingrid Tsui

Alexander Holburn Beaudin + Lang LLP


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