British Columbia estates FORUM

A VIRTUAL EVENT FOCUSED ON EVOLUTIONS IN BC's ESTATES ECOSYSTEM

MAY 30th: 12.00 pm - 2.15 pm Pt

In association with:

Free to attend

  • Law Society of BC: This program is accredited for 2 hours of CPD.

  • Law Society of Ontario: This program contains 1 hour, 50 minutes of Professionalism Content.

WELCOME TO OUR VIRTUAL FORUM

Session 1: Intro to WESA + Case Law Update (12.00 - 12.30 pm PST)

Estates lawyers in British Columbia face their own unique set of challenges, driven by evolving provincial laws and legislation, together with shifts in client needs and expectations, and family structures. 

This opening session will provide a brief overview of WESA and review some of the new cases from 2023/2024 to keep you up to date on the development of case law. 


Speakers:

Session 2: Understanding evolutions in trusts (12.30 - 12.50 pm PST)

Trusts can be a valuable tool in estate planning, allowing for the secure transfer of assets, but navigating this complex landscape can be challenging. 

In our discussion we will review options for trusts, and they will explain how and when to challenge trusts. They will also share best practices for tax reporting on the different types of trusts available in Canada, including alter ego, and bare trusts.

  • Speakers:

Session 3:  OVERVIEW OF TECHNOLOGY IN PRACTICE (12.50 - 1.30 pm PST)

Technology has long been an essential tool for estate practitioners. The recent meteoric rise of generative AI has opened the door to new opportunities for efficiency and increased productivity. 

This session will explore the latest offerings in generative AI and explain how they can enhance your estate practice and boost the bottom line.

Speakers:

Session 4: VIRTUAL SIMULATION - UNWINDING A COMPLEX ESTATE (1.30-2.15 PST)

Join us for this dynamic session which will feature a roundtable of respected estate advisors who will lead this real-time, interactive simulation examining various scenarios that can arise (and approaches to them) during the unwinding of an estate, including:

  • When a person dies: what happens when they have a will versus when they don’t have a will?

  • How to manage an estate with an operating business?

  • Navigating complex family arrangements

  • Managing trusts

  • Working with a roundtable of advisors

    Speakers: