Agenda - June 3rd, 2020


Welcome and Introduction by PBLI


Chair's Welcome and Introduction


Ingrid Tsui

Alexander Holburn Beaudin + Lang LLP



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



Questions and Discussion


Refreshment Adjournment


Trusts and Tax: Key Considerations


Richard Weiland

Clark Wilson LLP


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



Questions and Discussion


Documenting Trusts and Their Activities


Steve Ivacko

CV TrustCo Inc.


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



Questions and Discussion


Networking Lunch


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



Questions and Discussion


Refreshment Adjournment


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



Questions and Discussion


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