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Product Type: Books - Print + Online Package
ISBN: 1-55258-211-6
Pages: 1090
Price: $309.00

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BC Estate Planning & Wealth Preservation

DescriptionMore DetailAgenda

Your comprehensive guide to estate planning strategies and tools for your clients

Current to: February 1, 2017 

Leading estate and tax practitioners have developed this comprehensive guide to help you provide effective estate planning strategies and tools for your clients and their complex portfolios. This manual will help you determine a sensible approach for your clients' 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 you need more specialized advice. Find valuable overview commentary to details of tax planning techniques and drafting considerations as well! 


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. 

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

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

  • emerging Canadian-resident U.S. citizen issues 

   

Product Type Price
Online-Only $229/year
Print + Online Package $309

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Receive a friendly reminder one month before a new update is published. Contact Customer Service for more information. 

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

 

Contributors

RoleName
Book Author Gordon Behan
Book Author Sam S. Liang
Book Author Jeffrey Bichard
Book Author Chris Ireland, CPA
Book Author Sadie L. Wetzel
Book Author Rose Shawlee
Book Author Cheyenne J.H. Reese
Book Author Rong Lauren Liang
Book Author Andrea E. Frisby
Book Author Kate Bake-Paterson
Book Author Sally Dennis
Book Author Kay E. Gray
Editorial Board Mary B. Hamilton
Book Author Deidre J. Herbert
Book Author Fiona Hunter
Editorial Board Fiona Hunter
Book Author Michelle L. Isaak
Book Author Raman Johal
Book Author Emma A. McArthur
Book Author Frank W. Quo Vadis
12

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