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Wills, Estates & Trusts Conference 2014
BC Probate & Estate Administration Practice Manual
Online Resources
AND MORE!
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Wills, Estates & Trusts Conference 2014
When it comes to wills and estates, your
clients deserve the most effective and helpful advice. Whether
you’re involved in estate planning, estate administration, or litigation,
our essential resources will give you the knowledge and skills you
need to handle estate and probate matters with confidence.
We’ve brought together all of the essential resources you need
in the area of wills, estates and trusts. Attend one of our full-day
courses—Estate Planning Update 2014 (October 22) and Estate
Litigation Update 2014 (October 23)—in person or by Live Webinar.
Purchase our newly updated BC Probate and Estate
Administration Practice Manual, written and peer-reviewed by
leading members of the wills and estates bar.
Subscribe to our Webinar Archive for access to recent courses
in the area of wills, estates and trusts, and get access to relevant
papers by subscribing to our Online Course Materials.
Try our award-winning Self-Paced eLearning for on-demand
online courses, and stay tuned for information about our CPDone
Pass: a new option for completing all your CPD hours online at
one fixed low price.
RECENTLY UPATED...
BC Probate & Estate Administration
Practice Manual
Handle probate and estate matters with
confidence
all
practitioners who do estate administration or
estate litigation work.
THIS PUBLICATION IS ESSENTIAL FOR:
CURRENT TO:
June 1, 2014.
HIGHLIGHTS OF THE SUMMER 2014 UPDATE
• amendments to the WESA and the Family Law Act pursuant to Bill 14,
2014 (Justice Statutes Amendment Act, 2014)
• amendments to the new probate rules (Part 25 of the Supreme Court
Civil Rules), pursuant to B.C. Reg. 44/2014
• amendments to the probate forms in new Appendix A.1 of the
Supreme Court Civil Rules
• related recent practice developments affecting the WESA and new
probate rules
• chapters, forms and precedents, and other parts of the publication
incorporate provincial legislation, rules, and regulations current to
June 1, 2014
30845 | ISBN 978-1-55258-531-3 | 1,998 pp.
PRINT + ONLINE: $375 ONLINE ONLY: $275
Estate Planning Update 2014
Estate Litigation Update 2014
Wednesday, October 22, 2014; 9:00 am – 4:00 pm
Pan Pacific Hotel, 999 Canada Place, Vancouver
Thursday, October 23, 2014; 9:00 am – 4:00 pm
Pan Pacific Hotel, 999 Canada Place, Vancouver
WHO SHOULD ATTEND: Lawyers practicing in the area of wills,
estates, and trusts; the course may also be of interest to accountants, financial advisors, trust officers, wealth management specialists,
and other estate planning professionals.
LEARNING LEVEL:
EARLY
BIRD!
by Sep. 24
Intermediate/Advanced
There are so many facets to a well designed estate plan, and keeping current on the
law and techniques is crucial to properly serve your clients. Join our knowledgeable
and experienced faculty as they delve into the important topics of the day including
the WESA, and provide you with the tools you will need to give effective advice.
Come learn with us so you can be the advisor your clients deserve.
LSBC CPD HOURS: 6 hours (a minimum of 1 hour will involve aspects of professional
responsibility and ethics, client care and relations, and/or practice management)
CHAIR
Elaine E. Reynolds — Legacy Tax + Trust
Lawyers, Vancouver
FACULTY
Chris Ireland, CPA, CA — PPI Advisory,
Burnaby
Benita Loughlin, CA — KPMG LLP, Vancouver
Emma A. McArthur — Farris, Vaughan, Wills &
Murphy LLP, Vancouver and Victoria
Alison Oxtoby — Kelowna
Cheyenne J. H. Reese — Legacy Tax + Trust
Lawyers, Vancouver
Genevieve N. Taylor — Legacy Tax + Trust
Lawyers, Vancouver
Richard Weiland — Clark Wilson LLP,
Vancouver
Laura West — Bull, Housser & Tupper LLP,
Vancouver
Geoffrey W. White — Geoffrey W. White Law
Corporation, Kelowna
AGENDA
• Case Law and Legislative Update
• Disability Planning and New
Developments
• Why would FATCA Have
Anything to do with BC Estate
Planning?
• Trusts and the New Family Law
• Retainer Letters and Retainers in
Estate Planning
• The Will: A Valuable Estate
Planning Tool
• Multiple Wills: A Probate Planning
Technique
• A Trust’s Three Tax Challenges
that Every Estate Planner Should
Understand
• Using Life Insurance in Estate
Planning
EARLY BIRD Register by SEP. 24
LIVE COURSE: Regular $555 | Student: $310;
LIVE WEBINAR: $535
Registration includes an electronic copy of the course materials and lunch.
HERE WHAT YOUR COLLEAGUES SAID ABOUT THE LAST CONFERENCE
Getting your CPD hours is about to get easier!
“31 years of practice and I finally attended a multi-topic course in which
every presentation was useful and timely. I was tremendously pleased.”
WHO SHOULD ATTEND: Lawyers practicing in the area of estate
litigation; the course may also be of interest to wills and estates
solicitors and general practitioners.
LEARNING LEVEL:
“It was a very comprehensive program with very diverse pertinent topics”.
“It was all extremely interesting and I think I received information from
all of the speakers that I can implement in my practice.”
EARLY
BIRD!
by Sep. 25
Intermediate/Advanced
Learn about court decisions, hot topics, and practice issues in estate litigation,
including the impact of the WESA changes. Experienced counsel will update you on
the latest developments in the law, and provide you with practical tips, strategies, and
advice to improve your ability to bring, defend, and mediate estate litigation cases.
LSBC CPD HOURS: 6 hours (a minimum of 1 hour will involve aspects of professional
responsibility and ethics, client care and relations, and/or practice management)
CBABC Members receive an
additional 10% OFF course registration fees.
Call Customer Service to register and remember to
have your CBABC membership number ready.
CBABC GROUP LIVE WEBINARS
Special rates will apply for CBABC members who
participate in a group Live Webinar with five or
more individuals at the same site. Call Customer
Service for details.
CHAIR
Helen H. Low — Fasken Martineau DuMoulin LLP,
Vancouver
AGENDA
FACULTY
The Honourable Marion J. Allan — Clark
• Wills Variation Act Update
Wilson LLP, Vancouver
• When Good Planning is not
Scott Cordell — Killam Cordell Murray,
Enough
Vancouver
• Mediation/Arbitration/
Leanne Dospital — Regional Manager, Services
Settlement Conferences
to Adults, Public Guardian and Trustee of BC,
Vancouver
• Solicitor-Client Privilege—
Amy D. Francis — Legacy Tax + Trust Lawyers,
What Does that Mean in
Vancouver
Estate Litigation
Peter J. Glowacki — Borden Ladner Gervais LLP,
• Rectification of Trusts and Wills
Vancouver
• Reigning in the Rogue Trustee/
M. Scott Kerwin — Borden Ladner Gervais LLP,
Executor
Vancouver
•
Using Unjust Enrichment as a
Anna Laing — Fasken Martineau DuMoulin
Remedy in Estate Litigation
LLP, Vancouver
• The Family Law Act in Trust and
Roger D. Lee — Davis LLP, Vancouver
Estate Litigation
Andrew S. MacKay — Alexander Holburn
Beaudin + Lang LLP, Vancouver
• Protecting Vulnerable Adults
Hugh S. McLellan — McLellan Herbert,
Vancouver
Stanley T. Rule — Sabey Rule LLP, Kelowna
Sarah J. Watson — Solicitor to the Public Guardian and Trustee, Services to Adults, Public
Guardian and Trustee of BC, Vancouver
Ian Worland — Legacy Tax + Trust Lawyers, Vancouver
EARLY BIRD Register by SEP. 25
LIVE COURSE:
Regular $555 | Student: $310; LIVE WEBINAR: $535
Registration includes an electronic copy of the course materials and lunch.
“Best CLE course I’ve taken within recent memory. A home run on all issues.”
“All of the topics were extremely timely.”
PRESENTED BY CLEBC IN COLLABORATION WITH
CLE ONLINE
Self-Paced eLearning
Easily accessible in a one to two hour program, Self-Paced eLearning
provides video, quiz questions, and reference materials. You work at your
own pace, you control the video and question playback, you stop part
way through, and your answers are saved. These programs provide CPD
credit for working on your own, at your own pace.
Online Course Materials
We deliver our course materials directly to your desktop so you can
retrieve the information you need in an easy and timely way. Our course
materials library includes all of CLEBC’s course materials since 2001…
that’s access to over 4,400 papers! Course materials provide the latest
thinking and insights from leaders in the profession, allowing you to stay
up-to-date with hot legal topics! With online course materials, you can
easily access this first-class legal information:
• pdf format
• fully searchable
• download to your desktop
• updated with new papers throughout the year
The subscription cost for the Online Course Materials subscription is
determined by the number of lawyers in a firm. If you have any questions
about this product, contact Customer Service.
ONLINE COURSE MATERIALS
RECENT ADDITIONS
FLA for Estates Practitioners
The Interplay between Aging, Death and Divorce
WEBINAR ARCHIVE
take BOTH
courses and
SAVE!
EARLY BIRD Register by SEP. 24
RECENT ADDITIONS
Regular $1,005 | Student: $535
LIVE WEBINAR: Regular $895
FLA for Estates Practitioners
LIVE COURSE:
Estate Administration: Navigating the New Rules
WESA and the New Rules: Is Your Estates Practice Ready?
The Interplay between Aging, Death and Divorce
ONLINE
www.cle.bc.ca
BY PHONE
604.893.2121 Vancouver | 1.800.663.0437 Toll-free
Have your credit card ready.
››› Gather around one computer and save
on Live Webinar costs!
Pay full price for the first registration and have additional viewers
join you for $125 each (per person per day).
››› CLEBC Bursary Program
CLEBC’s Bursary Program allows us to offer outstanding support
and access to our products and services. We offer bursaries to
new and experienced members of the legal community.
››› Easy Pay Plan
The Easy Pay Plan allows you to register for courses and
purchase publications now and pay later.
HOW DOES IT WORK?
At the time of purchase, we’ll need a $50 down payment per
item. The balance of your invoice will be split equally over the
next 4 months, one payment each month.
HOW DO I PAY?
To make this convenient for you we’ll automatically process a
payment on your VISA or MasterCard each month.
IF
WHAT ELSE SHOULD I KNOW?
You are a member in good standing of the Law Society of BC
(LSBC); or you are legal support staff employed by, or working
under the direction of, a lawyer in good standing with the Law
Society of BC;
If you cancel your course registration, your initial payment
will be used to pay our standard $50 administration fee. If
you return the publication intact, your initial payment will be
refunded. Your Easy Pay account is interest free. You can pay
out your Easy Pay account balance without penalty at any time.
AND
Without a bursary, you would not be able to attend the course;
THEN
You qualify for a CLEBC Bursary. The Bursary provides a 50%
DISCOUNT on registration fees for up to 3 courses per year with
a maximum duration of 5 days. Some restrictions may apply and
further assistance may be offered.
WHAT DO I DO NOW?
Contact Customer Service for an application form, complete
it, and email it to [email protected] or fax it to CLEBC at
604.669.9260. We will confirm by letter or email the status of
your application as well as your schedule of payments.
For more details on any of these options please contact Customer Service.
AUG14