IN-PERSON MEETING | From “Fair” to “Defensible”: Blended-Family Estate Planning in BC
This meeting is being hosted by the Wils & Trusts - Vancouver Section.
| Speakers: |
Nicco Bautista, JD, MPP, Wealth Management Lawyer, Lumina Law |
| Time: |
Wednesday, February 18, 2026, 4:15pm - 5:15pm (PT) |
| Location: |
Norton Rose Fulbright Canada LLP, 510 West Georgia Street, Suite 1800, Vancouver, BC V6B 0M3 |
| Fee: |
CBA Member: Free!
Non-CBA Member: $70 (+ GST)
Don't have a CBA account? Create a non-member account to register! |
| CPD Hours: |
1.00 hour |
Blended-family files generate a predictable set of disputes: the family home, beneficiary designations that contradict the Will, joint title presumptions, and “understood” promises to adult children that never made it into the plan. This session provides a practical drafting toolkit designed for British Columbia’s WESA environment, with an emphasis on clause architecture, harmonization across instruments, and defensibility (documentation and governance) rather than theory.
Nicco Bautista discusses a “risk map” of common failure modes, practical drafting checklists for the family home and spousal benefit structures, an “instrument harmony” checklist spanning Wills, trusts, title, and designations, and a single case study that ties the tools together. Recent case law developments and their planning implications will also be highlighted.
TERRITORIAL ACKNOWLEDGEMENT
This event is being hosted from the traditional and unceded territory of the Coast Salish peoples, including Tsleil-Waututh, Squamish and Musqueam First Nations. We encourage members to explore the rich history and knowledge of Indigenous people, and to continue learning about their experience in Canada past and present.
REGISTRATION INFORMATION
This meeting is for lawyers, judges, articling students & law students only.
If you are a non-lawyer working in a field related to this meeting, please contact sections@cbabc.org to request attendance. Attendance is granted to non-lawyers on a case by case basis.
ACCESSIBILITY
Please add any accommodation requests you have to the notes of your registration. Wheelchair accessibility, gender-neutral washrooms, and allergies will be accommodated based on venue availability.
We welcome suggestions for enhancing the inclusiveness of our activities. Please contact if you have any questions or recommendations.
ONLINE REGISTRATION
Remote attendance is available for this event. Please see the registration page here.
