Estate Planning-2011 Update

Product Type: Course Materials - Print

ISBN: 978-1-55258-767-6

Pages: 210

Price: $150.00

DescriptionMore DetailContributors

This book is essential for: lawyers practicing in the area of wills, estates and trusts; the book may also be of interest to accountants, financial advisors, trust officers, wealth management specialists, and other estate planning professionals.

Current to: November 2011

Keeping up to date on the emerging and increasingly complex issues in estate planning is crucial for effectively representing your clients. Learn from our knowledgeable and experienced faculty as they delve into the important topics of the day and provide you with practical advice. Topics include: alter ego and joint partner trusts, US gift and estate update, planning for incapacity, matrimonial issues, wealth preservation and family law. This publication is what you need today to advise your clients tomorrow!

Course Materials Coordinator
Elaine E. Reynolds — Legacy Tax + Trust Lawyers, Vancouver

CLEBC Program Lawyer
Nadia Myerthall
nmyerthall@cle.bc.ca

CONTENTS

legislative and case law update: WESA highlights
alter ego and joint partner trusts: transferring property to a trust, overview of alter ego trusts, common income tax requirements for joint spousal trusts and alter ego trusts, alter ego trusts, and joint spousal trusts
beneficiary designations: tax consequences, "in trust" designations, charitable giving, restrictions on transfer of registered pension plans, effect of marital breakdown on validity of a beneficiary designation
multiple wills: use of primary and secondary wills in British Columbia, changes affecting multiple wills under WESA, use of multi-jurisdictional wills
US gift and estate update: US transfer taxes, planning for a US vacation property
executor and trustee compensation and expenses: professional charging clauses, pre-taking compensation, trustees' legal costs
planning for incapacity: what are the tools?, main considerations for enduring powers of attorney, emerging practical issues for EPAs, safeguarding your clients from undue influence later in life
planning to avoid litigation: tips for solicitors from a litigator
matrimonial issues: part 5 of the FRA, how does a spouse's interest under a trust become a family asset, departure from the presumptive equal division

Role	Name
Course Materials Author	Leah Plumridge
Course Materials Author	Cheyenne J.H. Reese
Course Materials Author	Andrea E. Frisby
Course Materials Author	Scott L. Booth, KC
Course Materials Author	Kenneth N. Burnett
Course Materials Author	Sally Dennis
Course Materials Author	Fiona Hunter
Course Materials Author	Michelle L. Isaak
Course Materials Author	Helen H. Low, KC
Course Materials Author	Gordon B. MacRae, KC
Course Materials Coordinator	Elaine E. Reynolds, KC
Course Materials Author	Elaine E. Reynolds, KC
Course Materials Author	David G. Thompson
Course Materials Author	Geoffrey W. White, KC

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Estate Planning-2011 Update

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