Agenda - January 29th, 2021

   9:00

Welcome and Introduction by PBLI

   9:05

Chairs' Welcome and Introduction

 

David Hunter

Hamilton Duncan Armstrong + Stewart Law Corporation

 

Emma McArthur

Johns Southward Glazier Walton & Margetts LLP

 

   9:15

Probate Issues Arising as a Consequence of the Pandemic

 

Emma McArthur

Johns Southward Glazier Walton & Margetts LLP

 

  • Remote signing and witnessing considerations
  • Assessing capacity and undue influence in an online world
  • Delays and challenges in administration

 

  10:00

Questions and Discussion

  10:10

Morning Break

  10:25

Dealing with Beneficiaries of an Estate

 

Ingrid Tsui

Alexander Holburn Beaudin + Lang LLP

 

  • Responding to beneficiary requests for information
  • Locating missing beneficiaries
  • Dealing with the death of a beneficiary during the course of administration
  • Designated beneficiaries: dealing with apparent errors
  11:20

Questions and Discussion

  11:30

Non-Income Tax Considerations

 

Alexander Demner 

Thorsteinssons LLP

 

Chris Marta

Thorsteinssons LLP

 

  • Treating an estate as a trust
  • Real estate taxes: vacancy, speculation and foreign buyers taxes
  • Property transfer tax considerations
  • Transparency-related developments

 

  12:20

Questions and Discussion

  12:30

Lunch Break

   1:30

Mediating Estate Disputes

 

Arlene H. Henry, Q.C.

Arlene H. Henry Law Corproation

 

  • The role of a mediator in estate disputes
  • When to involve a mediator rather than the courts
  • Considerations unique to virtual mediations
  • The importance of the mediator's pre-mediation interviews with your clients

 

   2:15

Questions and Discussion

   2:25

Afternoon Break

   2:40

Challenging Issues Where the PGT is Involved

 

David Hunter

Hamilton Duncan Armstrong + Stewart Law Corporation

 

  • In what situations must (or should) the PGT be notified?
  • PGT as Administrator and Litigation Guardian
  • Practical considerations when the PGT is involved in an estate

 

   3:25

Questions and Discussion

   3:35

A Deep Dive into Section 151
 

Scott Boucher

Norton Rose Fulbright Canada LLP

 

  • Overview of s. 151
  • Recent cases
  • Role of the personal representative
  • Tips and best practices

 

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