The recorded version of this seminar qualifies for 3.75 CPD hours and .5 Ethics.

This seminar addresses both common and complex or evolving estate planning issues. Three sessions are included:

Estate Planning for Blended Families
Darlene Wingerak. Robertson Stromberg LLP, Saskatoon.
Sean Sinclair. Robertson Stromberg LLP, Saskatoon.

The number of blended families is steadily growing, with one in 10 Canadian children living in a stepfamily according to the 2016 Census. Estate planning for step and blended families is complex and sensitive issues are the norm. Among the many issues that may arise, there may be age differences and wealth disparities, child support arrangements and debts from prior relationships, and differing views on money management, fairness, and moral obligations. Spouses’ interests may not be aligned, and emotions may be heightened. It’s never simple, but there are tools and strategies that may be used. Join Darlene Wingerak and Sean Sinclair for a review of some of these planning tools, including mutual wills, prenuptial agreements, beneficiary designations, trusts and others.

Estate Donations: Seven Years Later
Malcolm Burrows. Scotia Wealth Management, Toronto ON.

The “estate donations” rules accompanied the 2016 introduction of the Graduated Rate Estate (GRE) regime. These Income Tax Act provisions altered the administrative and tax treatment of gifts by will, as well as direct designation gifts of life insurance, RRSP/RRIFs, and TFSAs. How are charities and executors managing with these rules seven years later?

Common (and Uncommon) Issues in Estate Planning (Panel)
Hannah Zip. Scotia Wealth Management, Saskatoon.
Shoshanna Paul. TDS Law, Saskatoon.
Tyler Wake. Lakefield LLP, Saskatoon.
Lane Zabolotney. Cuelenaere LLP, Saskatoon.

A multitude of issues can arise in estate planning. In this session, panelists will draw from their experiences across a range of issues:

• Executor and trustee remunerations
• Role of a professional executor
• Referring an estate matter to a trust company
• Estate planning and the Indian Act
• The litigator’s point of view