Agenda - January 30th, 2020

   9:00

Welcome and Introduction by PBLI

   9:05

Chair's Welcome and Introduction

 

Emma A. McArthur

Farris, Vaughan, Wills & Murphy LLP

 

   9:10

Estate Planning Using Trusts

 

Genevieve Taylor

Legacy Tax + Trust Lawyers

 

  • Inter vivos vs. testamentary trusts
  • Alter ego and joint partner trusts
  • Trusts for disabled and minor beneficiaries
  • Transferring real property to trusts
  • The 21-year rule

 

   9:55

Questions and Discussion

  10:05

Refreshment Adjournment

  10:20

Wills Drafting: Interesting Clauses for Unique Assets

 

Emma Ferguson

Alexander Holburn Beaudin + Lang LLP

 

  • Blockchain and cryptocurrency
  • Intellectual property
  • Pets and other unique chattels

 

  11:00

Questions and Discussion

  11:10

Unique Considerations for Preparing Powers of Attorney

 

Emma A. McArthur

Farris, Vaughan, Wills & Murphy LLP

 

  • Bank requirements
  • Trouble with third party acceptance
  • Springing vs. immediate
  • Additional powers worth including
  • Multiple appointments, limited appointments and alternate appointments: Some issues for consideration
  • Ways to avoid misuse and abuse

 

  11:50

Questions and Discussion

  12:00

Networking Lunch

   1:00

Select Family Law Considerations

 

Mark Slay

North Shore Law LLP

 

  • Valuing an interest in a trust
  • Who is a spouse these days?
  • Transferring assets into joint ownership with a spouse

 

   1:45

Questions and Discussion

   1:55

Refreshment Adjournment

   2:10

Essential Tax Considerations for Estate Planners
 

Tyler Berg

Thorsteinssons LLP

 

Alexander Demner

Thorsteinssons LLP

 

  • The tax consequences of death
  • Estate freezes
  • Attribution rules and inter vivos gifts
  • Charitable donations
  • Unique real estate considerations

 

   3:00

Questions and Discussion

   3:10 Planning Tips from a Litigator's Perspective
 

David Hunter

Hamilton Duncan Armstrong + Stewart Law Corporation

 

  • The most commonly litigated issues
  • Managing risk at the front end
  • Drafting tips to avoid challenges

 

   3:55 Questions and Discussion
   4:05 Chair's Closing Remarks 
   4:10 Program Concludes