The long established practice manual for top-level estate planners in British Columbia
This publication is essential for: top-level estate planners in British Columbia.
Current to: February 1, 2016
Here is CLEBC's 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 developed 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.
The book is updated annually. Subscriptions include online access with search capability and links to the full text of case law and legislation, and forms and precedents on CD-ROM.
ONLINE ONLY annual subscriptions are available. Subscribe now.
Highlights of the 2016 update:
- new chapter 6A (Joint Tenancies in Estate Planning), written by Michelle Isaak
- new chapter 15 (The RDSP in Estate Planning), written by Sadie Wetzel
- new annotated alter ego trust
- harmonization of the manual’s key trust clauses, resulting in new, annotated versions of the inter vivos domestic discretionary trust, joint partner trust, principal residence trust, and inter vivos disabled beneficiary trust
- new federal tax regime for trusts that took effect on January 1, 2016 (including the proposed relief measures announced on January 15, 2016), affecting the commentary throughout; most significantly revised chapters are chapters 1, 5, 7, and 12
- updates for other key legislative developments in chapters 11 (U.S. Tax Considerations) and 4 (Trusts for Persons with Disabilities)
- other significantly revised or expanded commentary in chapters 3 (Life Insurance), 4 (Registered Investment Accounts) and 13 (Planning for Incapacity)
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CLEBC Legal Editor
Jonathan M. Vogt