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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

Essential for: all wills and estates practitioners looking for a handy reference, particularly in court or when away from the office.

Current to: February 1, 2017 

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:
  • easily access core materials for your wills and estates practice in one place

  • efficiently begin the search for answers to your wills and estates question

  • easily understand the courts’ interpretation of specific sections of key statutes and rules

  • emerging Canadian-resident U.S. citizen issues 

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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