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BC Estate Planning & Wealth Preservation--ONLINE ACCESS

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Create effective estate plans that fulfill your clients’ wealth preservation goals

This publication is essential for:  practitioners looking for estate planning guidance, including tax advice, sample trusts, and other tools to address a diverse range of client needs.

As we experience the largest intergenerational transfer of wealth in history, you will be increasingly asked to advise clients on complex estate plans. BC Estate Planning & Wealth Preservation is your comprehensive guide to effective estate planning techniques for complicated portfolios. Focused on tax-based planning in BC, this manual is designed to accompany Wills and Personal Planning Precedents: An Annotated Guide by providing commentary and annotated forms to equip you to create trusts and other wealth preservation tools to complement your client’s will.

With this resource, you will be able to:

  • determine a sensible approach for your clients’ estate planning needs

  • create practical estate plans to preserve your clients’ and their families’ wealth

  • confidently handle a diverse range of client estate portfolios and assets

Highlights of the 2017 Update:

  • new principal residence exemption provisions affecting trusts

  • retroactive repeal of the joint and several liability provisions in Income Tax Act, s. 104(13.4)

  • emerging issues relating to new graduated rate estates and life interest trusts 

  • emerging Canadian-resident U.S. citizen issues (in various chapters)

  • “foreign entity” and “taxable trustee” provisions regarding 15% property transfer tax in the Metro Vancouver Regional District

CLEBC Legal Editor
Jonathan M. Vogt
jvogt@cle.bc.ca
 

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