Charities & Not-For-Profit Law & Canadian Association of Gift Planners - Joint Section Meeting | ONLINE ONLY 

May 21, 2020
Online

Veuillez notez, cet événement ne sera disponible qu'en anglais.

ONLINE MEETING: Estate and Gift Planning in the Time of COVID-19
This meeting is being hosted by the Charities & Not-For-Profit Law Section, in partnership with the The Canadian Association of Gift Planners. 

Speaker(s): Jessica Sullivan, Associate, DLA Piper
Liz Moxham, Legal Counsel, UBC
Time: Thursday, May 21, 2020 at 4:30pm - 5:30pm (PT)
CPD Hours: 1.00 hour
Synopsis

The COVID-19 outbreak has drawn world-wide attention to the critical importance of having a sound estate plan in place, but has also created significant challenges to carrying out its implementation. Jessica Sullivan, Associate, DLA Piper, and 
Liz Moxham, Legal Counsel, UBC, will discuss the legislative and practical solutions that have arisen in response, as well as the impact the outbreak will have on the administration of estates going forward.

This discussion will also cover the technicalities of signing gift documentation during COVID (estate releases, gift agreements and deeds): both the legal requirements and best practices. This will address documents that include a space for a witness, signing agreements in counterpart, and original signatures versus electronically-applied signatures, and original and scanned copies.

Speaker Bios

Jessica Sullivan has a personal wealth management practice with a focus on wills, estates and trust law. 

Jessica assists clients with personal estate and incapacity planning, including the preparation of wills, powers of attorney and representation agreements. Her estate planning clients range from young professionals looking to establish their first foundational estate plan, to high net worth individuals engaging in tax efficiency planning through the establishment, maintenance and reorganization of alter ego, joint spousal and family trusts and privately held corporate structures.

Jessica also advises executors, trustees and beneficiaries on estate and trust administration issues such as applications for representative grants, the administration of complex asset structures, and passing of accounts.

Jessica has advised on various estate litigation matters including: validation of non-compliant wills, unjust enrichment claims, undue influence allegations and capacity challenges, appointments of private committees and wills variation claims. Her prior experience in litigation strengthens her ability to create sound estate plans and advise clients on the potential risks their estates may face.

Jessica is a contributor to the CLEBC Annotated Estates Practice and has presented to the CBABC Wills & Trusts Section and the Estate Planning Council of Abbotsford. She is currently enrolled in the Society of Trusts and Estates Practitioners Diploma Program.

Liz Moxham (B.Comm, LLB, LLM, CFRE) is legal counsel in the Office of the University Counsel at The University of British Columbia since 2012 primarily supporting the Development and Alumni Engagement portfolio (fundraising). She was called to the BC bar in 1995. Prior to joining the Office of University Counsel, Liz spent 17 years supporting the charitable sector first in the Tax Group at PricewaterhouseCoopers with a focus on charitable giving, next as Senior Philanthropy Officer in Gift and Estate Planning at BC Children’s Hospital Foundation, and then as Manager of Development in the Faculty of Medicine at UBC.

Liz is secretary of the Charities and Not-For-Profit Law subsection of the Canadian Bar Association, and is a member of the Canadian Association of Gift Planners and its Government Relations Committee. Liz has published and been an invited speaker on a variety of topics related to charitable giving. Liz is also an active volunteer at West Point Grey Academy, having acted as the chef de mission of WPGA’s second cookbook in 2011 and is a member of the Board of the West Point Grey Academy Foundation. Liz holds a Master of Laws degree from the University of Melbourne, Australia, Bachelors of Commerce and Law degrees from the University of Alberta, and has a Certified Fund Raising Executive designation.

Territorial Acknowledgement
This event will be broadcast 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.

Webinar/Teleconference 
Sections will solely be hosting webinar meetings until further notice. If you need assistance with the logistics of logging in to our meetings, please contact sections@cbabc.org.

Webinar instructions will be sent to your email that we have on file one day prior to this meeting date. These instructions will indicate when and how you should log in.

If you have not received instructions by days end one day prior, please email sections@cbabc.org.


Disclaimer
Please ensure to sign-in with your full name at the meeting will result in de-registration. CBABC requires this as a record to confirm your attendance for this meeting for your CPD reporting (if applicable).

 

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sections@cbabc.org