Chapters
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1. Tax Fundamentals
2. Private Business Succession
3. Life Insurance
4. Registered Investment Accounts
4A. The RESP
5. Inter Vivos Trust Planning
6. Asset Protection
6A. Joint Tenancies in Estate Planning
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
14.Trusts for Persons with Disabilities
15. The RDSP in Estate Planning
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
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 and Personal Planning 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
Editorial Board
Mary B. Hamilton — DLA Piper (Canada) LLP, Vancouver
Fiona Hunter — Horne Coupar, Victoria
Elaine E. Reynolds, QC — Legacy Tax + Trust Lawyers, Vancouver
Authors
Kate N. Bake-Paterson — DLA Piper (Canada) LLP, Vancouver
Sally Dennis — Farris, Vaughan, Wills & Murphy LLP, Vancouver
Andrea E. Frisby — Legacy Tax + Trust Lawyers, Vancouver
Kay Gray — Grant Thornton LLP, Vancouver
Deidre J. Herbert — McLellan Herbert, Vancouver
Fiona Hunter — Horne Coupar, Victoria
Chris F. Ireland, CA — PPI Advisory, Vancouver
Michelle L. Isaak — DLA Piper (Canada) LLP, Vancouver
Emma McArthur — Farris, Vaughan, Wills & Murphy LLP, Vancouver
Helena Plecko — DLA Piper (Canada) LLP, Vancouver
Frank W. Quo Vadis — Koffman Kalef LLP, Vancouver
Cheyenne Reese — Legacy Tax + Trust Lawyers, Vancouver
Elaine E. Reynolds, QC — Legacy Tax + Trust Lawyers, Vancouver
Rose Shawlee — Richards Buell Sutton LLP, Vancouver
James P. Shumka — Legacy Tax + Trust Lawyers, Vancouver
Genevieve N. Taylor — Legacy Tax + Trust Lawyers, Vancouver
David G. Thompson — Thorsteinssons LLP, Vancouver
Corina S. Weigl — Fasken Martineau DuMoulin LLP, Toronto
Richard T. Weiland — Clark Wilson LLP, Vancouver
Mark S. Weintraub, QC, with contributions from Richard T. Weiland, Veronica P. Franco, Raman Johal, Rong (Lauren) Liang, and Gordon Behan — all of Clark Wilson LLP, Vancouver
Laura E. West — Bull, Housser & Tupper LLP, Vancouver
Sadie L. Wetzel — DLA Piper (Canada) LLP, Vancouver
Ian A. Worland — Legacy Tax + Trust Lawyers, Vancouver
Dennis Yee — DLA Piper (Canada) LLP, Vancouver