BC Estate Planning & Wealth Preservation
Product Type:
Publications - Print + Online
ISBN:
1-55258-211-6
Pages:
1212
Price:
$350.00
This book is essential for: top level estate planners in British Columbia.
You asked us for a comprehensive guide to help you provide effective estate planning strategies and tools for your clients and their complex portfolios. Leading estate and tax practitioners have responded—developing a made-in-BC resource for this expanding practice area. Take advantage of their collective wisdom in CLEBC’s British Columbia Estate Planning and Wealth Preservation. This accessible, multidisciplinary work will help you to determine a sensible approach for each client's needs, and to create trusts and other tools to minimize taxes and preserve wealth. You will be better able to handle a diverse range of client needs and situations, recognize possible pitfalls and problems, and determine when more specialized advice needs to be obtained. All the key knowledge is here, from valuable overview commentary to details of tax planning techniques and drafting considerations.
Subscriptions include online access with search capability and links to the full text of case law and legislation, forms and precedents on CD-ROM, and annual updates.
The new commentary is extensive this year—here are some highlights of the 2010 update:
- new chapter 13A (Trusts for Persons with Disabilities)
- expansion of chapter 4A (now entitled Other Registered Investment Accounts: The RESP and the TFSA) to include coverage of tax-free savings accounts
- revised commentary and several new forms and precedents for chapter 13 (Planning for Incapacity) to reflect the new Supreme Court Civil Rules
- many important legislative developments, including the HST (effective July 1, 2010), the Insurance Amendment Act, 2009, and the precarious repeal of the estate and generation-skipping taxes in the US
Contents
Chapters
1. Tax Fundamentals
2. Private Business Succession
3. Life Insurance
4. The RRSP, RRIF and RPP
4A. Other Registered Investment Accounts: The RESP and the TFSA
5. Inter Vivos Trust Planning
6. Asset Protection
7. Post-Mortem Remedial Income Tax Planning
8. Personal Use Real Estate
9. International Estate Planning
10. Multi-Jurisdictional Wills
11. U.S. Tax Considerations in Estate Planning for Canadians
12. Planned Charitable Giving
13. Planning for Incapacity
13A.Trusts for Persons with Disabilities
14. Pension Trusts
Forms and Precedents
I. Private Business Succession
II. Inter Vivos Trusts
III. The RRSP, RSP, and RPP
IV. Post-Mortem Income Tax Planning
V. Personal Use Real Property
VI. Planned Charitable Giving
VII. Planning for Incapacity
Legislation
Interpretation Bulletins
Features
- accessible for the novice—beginning with tax fundamentals and moving step-by-step into specialized categories of knowledge
- specific focus on BC law, including wills and trusts, property, family relations, and adult guardianship law
- practical reviews of international estate planning, multi-jurisdiction wills, and Canada/US estates issues by noted authors
- authoritative discussion of all significant estate planning issues, including planned charitable giving, life insurance issues, creditor protection, and planning for incapacity
- designed to accompany CLEBC's acclaimed Wills Precedents: An Annotated Guide
- complete—over 1,000 pages in a convenient looseleaf format with tabs
- current—all the latest developments, including the new types of inter vivos trusts and new rules for off-shore trusts—with annual updates
- model trusts and many other forms and precedents, included on CD-ROM
- online access to electronic version with hyperlinks to primary law
Role | Name |
Book Author
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Jeanette Wang
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Book Author
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Chris Ireland
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Editorial Board
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Peter W. Bogardus, KC
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Book Author
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Kate Bake-Paterson
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Book Author
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Lisa Eastwood
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Book Author
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Deidre J. Herbert
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Editorial Board
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Fiona Hunter
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Book Author
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Bill S. Maclagan, KC
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Book Author
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Frank W. Quo Vadis
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Editorial Board
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Elaine E. Reynolds, KC
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Book Author
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Elaine E. Reynolds, KC
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Book Author
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Sherri A. Robinson
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Book Author
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James P. Shumka
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Book Author
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Scott Sweatman
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Book Author
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Genevieve N. Taylor
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Book Author
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David G. Thompson
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Book Author
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Corina Weigl
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Book Author
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Mark S. Weintraub, KC
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Book Author
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Laura West
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Book Author
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Ian Worland
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Book Author
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Dennis Yee
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