Agenda - June 3rd, 2020

   9:00

Welcome and Introduction by PBLI

   9:05

Chair's Welcome and Introduction

 

Ingrid Tsui

Alexander Holburn Beaudin + Lang LLP

 

   9:10

Setting Up For Success: Trust Drafting Tips and Traps

 

Fiona Hunter

Horne Coupar LLP

 

  • Flexibility vs certainty: making the right drafting choices
  • Considerations when settling land and corporate interests on trustees
  • Dealing with post planning challenges

 

   9:55

Questions and Discussion

  10:05

Refreshment Adjournment

  10:20

Trusts and Tax: Key Considerations

 

Richard Weiland

Clark Wilson LLP

 

  • Navigating attribution rules
  • Trust variations and changes
  • Residence of trustees and beneficiaries

 

  11:20

Questions and Discussion

  11:35

Documenting Trusts and Their Activities

 

Steve Ivacko

CV TrustCo Inc.

 

  • Trust minute books and record keeping
  • Transparency registries
  • Client verification rules

 

  12:20

Questions and Discussion

  12:30

Networking Lunch

   1:30

Planning and Administration of Trusts with US Ties

 

Cheyenne Reese

Legacy Tax + Trust Lawyers

 

  • US beneficiaries, including minor beneficiaries and those lacking capacity
  • US assets
  • US trustees

 

   2:20

Questions and Discussion

   2:30

Refreshment Adjournment

   2:45

Real Estate Tips and Traps

 

Alison Oxtoby

Balmains Law Corporation

 

  • Using trusts as a planning tool for real estate
  • Estate administration where real estate is involved
  • The transparency register and beneficial ownership

 

   3:30

Questions and Discussion

   3:40

A Case Study
 

Ingrid Tsui

Alexander Holburn Beaudin + Lang LLP

 

Sindy Wong

Smythe LLP

 

  • An overview and application of the concepts reviewed throughout the day

 

   4:20 Questions and Discussion
   4:30 Chair's Closing Remarks - Program Concludes