New
February 7, 2012
12:00 - 1:30 p.m. ET
Presented live via webconference
Presented by the CBA's National Aboriginal Law Section and National Wills, Estates and Trusts Section
Our expert panel will guide you through the unique aspects of wills and estate administration for Aboriginal Peoples in Canada. The system of land-holding within First Nations communities is complex and poses special challenges for wills and estates lawyers working (or with an aim to work) in this specialized field.
Learn more about the significance of Indian status to estate planning, the special rules for intestacy, the role of the Indian Act and the federal Minister, and significant regional differences.
This presentation will be followed by a Q & A with the speakers.
Speakers:
Tom Vincent, Department of Justice
Sarah Crowe, Aboriginal Affairs and Northern Development Canada
Naiomi Metallic, Burchells LLP
Register now!
CLC 2012: Estate planning for Fractured Families – August 13, 2012
In Canada, 34% of first marriages fail and 43% of divorced people will remarry. Over half of those who remarry will wed someone who also is divorced. Chances are the second marriage will be successful, but 20% of Canadians who remarry have left their second spouse before their 8th anniversary. All these numbers result in a very complex web of rights, claims and obligations and means that a thorough understanding of estate planning for second families is critical before representing clients in these wills and estates situations.
This informative session will address estate planning issues such as the tax consequences of a change in marital status for estate planning including transfers upon marriage breakdown, attribution rules and rollovers. A consideration of planning to avoid the family fight will include the use of estate planning agreement and the doctrine of mutual wills. Once the family fight heads to court, there will be an examination of claims arising from remarriage and common-law partnerships, and also the problems that arise from a more disturbing event – the predatory marriage. The capacity to marry and make powers of attorney also will be considered in the context of the elderly or vulnerable client. There also will be a discussion of your professional responsibilities and ethical obligations when practicing in this complicated area.
Moderator: Bruce Hallsor, Crease Harmon LLP (Victoria, B.C.)
Presenters: Kim Whaley, Whaley Estate Litigation (Toronto, ON); Cynthia Hiebert-Simkin, Wealth and Estate Law Group, Inkster Christie Hughes LLP (Winnipeg, MB); Wendy Templeton, Templeton Law (Toronto, ON)
Executive Committee 2011-2012
The Section is pleased to welcome Stanley Rule as the new Executive Member.
From September 1, 2011 to August 31, 2012, the National Wills, Estates & Trusts Section Officers will be:
| Chair: |
Wendy D. Templeton (Toronto, ON) |
| Vice-Chair: |
Cynthia Hiebert-Simkin (Winnipeg, MB) |
| Treasurer: |
Richard Niedermayer (Halifax, NS) |
| Secretary: |
Rosie Dikeakos (Montreal, QC) |
| Executive Member: |
Stanley T. Rule (Kelowna, BC) |
| Past-Chair: |
Karen A. Platten (Edmonton, AB) |
The Executive Committee also includes the Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland & Labrador, Nova Scotia, Nunavut, Ontario, Quebec, Saskatchewan, and Yukon Wills, Estates & Trusts Section Chairs.
Section members are encouraged to contact Norma Pugliese for more information on opportunities to get actively involved in the Section’s activities.
Succession Law Tables of Concordance
CBA’s Wills, Estates and Trusts Section has assembled Succession Law Tables of Concordance. The Tables provide a quick reference to basic information about estate and succession laws in Canadian jurisdictions and links for ready access to make enquiries of court and land titles officials. They are a convenient starting point for lawyers considering estate files complicated by interprovincial issues or performing services in neighbouring jurisdictions. They are also a handy tool for those seeking to reform and harmonize succession law in the provinces and territories. A comprehensive update of the Tables of Concordance was launched in 2011, along with changes to the website to provide easier access.
Please visit: http://www.cba.org/CBA/sections_wills/main/Tables_2011.aspx
Recent Submissions
More CBA Submissions
Member Resource
Complimentary copies of Canadian Donor's Guide distributed to Section members each spring.
Newsletter
The latest issue of The Last Word is available here. |
