Agenda - June 17th, 2021


Welcome and Introduction by PBLI


Chair's Welcome and Introduction


Jessica Y. Lo

Solus Trust Company Limited



Drafting Fundamentals: Beyond the Appointment


Alison Oxtoby

Balmains Law Corporation


  • Proactive drafting practices for the creation and execution of the role of trustee

    - Trustee appointment, resignation and replacement
    - Multiple trustees
    - Exercise of authority and discretion
    - Trust amendment powers
    - Trustee powers



Questions and Discussion


The Duties of the Trustee


Aaron Pearl

Clark Wilson LLP


  • A deeper understanding of the Trustee's Duties:
    - To comply with the terms of the trust, act personally, act with an even hand and communicate to beneficiaries
    - Duty of Loyalty
    - Duty of Care



Questions and Discussion


Morning Break


Practical Considerations: Distributions of Trust Property


John Blackmer

Solus Trust Company Limited


Rose Shawlee

Harper Grey LLP


  • Practical approaches to handling trust distributions and protecting trustees from liability
  • Discretionary and Non-Discretionary distributions
  • Handling beneficiary requests and considering beneficiaries with special circumstances
  • Best practices for record keeping and preparing for passing accounts



Questions and Discussion


Lunch Break


Trustee Liability: Lessons form a Litigator


Helen H. Low, Q.C.

Fasken Martineau DuMoulin LLP


  • Common pitfalls and errors made by trustees
  • Practical advice to trustees regarding fulfilling their obligations avoiding conflict and litigation, and protecting themselves from personal liability



Questions and Discussion


Afternoon Break


Tax Events Arising Throughout the Trust's Life Cycle


Sheryne Mecklai

Manning Elliott LLP


Andrea Armitage

Manning Elliott LLP


  • From settlement to windup, understanding tax events arising at key events throughout the life cycle of a trust



Questions and Discussion


Troubleshooting the Trust

Sandra L. Enticknap, Q.C.

Miller Thomson LLP


Jessica Y. Lo

Solus Trust Company Limited


  • Practical strategies to troubleshoot issues that can arise during the administration of a trust
  • Addressing transitions, unforeseen changes of circumstances and issues in trust deed drafting


   4:20 Questions and Discussion
   4:30 Chair's Closing Remarks
   4:35 Chairs' Closing Remarks - Forum Concludes