Agenda - January 30th, 2020


Welcome and Introduction by PBLI


Chair's Welcome and Introduction


Emma A. McArthur

Farris, Vaughan, Wills & Murphy LLP



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



Questions and Discussion


Refreshment Adjournment


Wills Drafting: Interesting Clauses for Unique Assets


Emma Ferguson

Alexander Holburn Beaudin + Lang LLP


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



Questions and Discussion


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



Questions and Discussion


Networking Lunch


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



Questions and Discussion


Refreshment Adjournment


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



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