| Air Date: |
This is the archived version of a conference presented on May 3-5, 2024. |
| Registration: |
Member: $325 (+GST)
Non-Member: $565 (+GST)
Don't have a CBA account? Create one now to register! |
| CPD: |
6.5 Hours
(includes 2.0 hours of Ethics, Professional Responsibility and Practice Management) |
SYNOPSIS
Seasoned experts and innovative thinkers gathered to explore critical topics that shape your wills and estates practice, such as medical incapacity and vulnerability, advanced tax issues, key case law developments and more.
SESSIONS & GUEST SPEAKERS
Tricks and Traps for Preparing and Challenging Inter Vivos Trusts
Scott Kerwin shares his knowledge and practice strategies for working with living trusts. Learn the tricks to preparing and challenging inter vivos trusts to help your clients reach their estate planning goals.
Scott Kerwin, Borden Ladner Gervais
Hugh McLellan, McLellan Herbert, Barristers & Solicitors
Advanced Tax Issues in Estates and Trusts
Stay ahead of the curve and explore the latest developments in advanced tax issues. Deliberate on new techniques, regulatory updates, and strategic approaches to optimize tax outcomes for your clients.
Parveen Karsan, McQuarrie Hunter LLP
Nicole Watson, Watson Chartered Professional Accountant Services Inc.
Cutting Edge: Equity and Beyond
In this session, Mike Weintraub, KC pushes the boundaries beyond current practice trends to identify outside the box solutions for your clients.
Mark Weintraub, KC, Clark Wilson LLP
Keynote Address: Unjust Enrichment at 70
This June marks the 70th anniversary of Deglman v Guaranty Trust Co of Canada [1954] SCR 725, in which the Supreme Court of Canada first recognised “the principle of restitution against what would otherwise be an unjust enrichment of the defendant at the expense of the plaintiff.” After 70 years and an enormous volume of cases and commentary on the subject, there are still a surprising number of unresolved issues concerning the nature of unjust enrichment and the remedies available for it. This presentation will discuss current areas of uncertainty with a focus on the relationship between trusts and unjust enrichment.
Professor Robert Chambers, Department Chair of the Faculty of Law, Thompson Rivers University
Supporting people affected by dementia throughout the dementia journey
Representatives from Alzheimer’s Society of BC highlight the range of support services they provide to your clients, along with tips on how you can help your clients identify the resources they need and work with together.
Representatives from Alzheimer’s Society of BC
Wills and Trusts Practice: Issues Spotting Roundtable
Speakers and attendees work through various fact patterns to share insights, exchange ideas and identify possible courses of action to navigate common (and often complex) wills and trusts practice issues.
Tara Britnell, KC, Hamilton Duncan Law Corporation
Jaimie Kidston, Jaimie Kidston Law Office
Amy Mortimore, KC, Clark Wilson LLP
Jacy Wingson, KC, McQuarrie Hunter LLP
Cyberfraud & Indemnity Claims: Lessons Learned & Best Practices
Maryanne Prohl of the Lawyers Indemnity Fund reveals lessons learned from actual LIF wills & estates claim files and shares tips on how to avoid common mistakes. Learn what you need to know about your indemnity policy and how to watch for the latest cybercrimes targeting lawyers today.
Maryanne Prohl, Lawyers Indemnity Fund
Antidote to FOMO: Year-in-Review
Are you up to date on the latest developments in wills & estates? In this session, our presenter analyzes the latest case law developments to bring you up to speed!
Janis Ko, Associate, Fasken
ACKNOWLEDGING FIRST NATIONS TERRITORIES
This recording is hosted by CBABC, which is located on the traditional and unceded territory of the Coast Salish peoples, including the Squamish, Tsleil-Waututh and Musqueam First Nations. We encourage our members to explore the rich history and knowledge of Indigenous people, and to continue learning about their experience in Canada, past and present.
TECHNICAL INSTRUCTIONS
Registrants will be sent an email directing them to access materials and recordings via the Video tab at the top of this page.
Closed captioning is available in the video player.
Participant Disclaimer
By registering for this event, you are agreeing with the following terms and conditions:
All materials related to this course are for the sole use of the above said registrant, which may not be copied, reproduced, uploaded, posted, publicly displayed, translated, distributed, shared, modified, made available on a network or other website, used to create derivative works, or transmitted in any form or by any means whatsoever without the prior express written permission of the Canadian Bar Association.
Cancellation Policy
Once payment has been processed there will be no refunds issued.
