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Hybrid Seminar – Estate Planning: Issues New and Old (CPD 361)
June 6, 2023 @ 9:00 am - 3:30 pm CST
$170.00 – $425.00Qualifies for 5.0 CPD hours and 1.5 Ethics hours.
Join us on June 6th in Saskatoon at TCU Place for this seminar addressing both common and complex or evolving estate planning issues.
Registration includes course materials, refreshments and lunch.
This seminar also has a Livestream option. Please indicate In Person or Livestream when completing your attendee information.
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.
Why Estate Planning Matters for the LGBTQ2S+ Community
Barton Soroka. Gerrand Rath Johnson LLP, Regina.
Cheryl Loadman. Saskatoon Services for Seniors, Saskatoon.
Estate planning is essential for everyone, but the absence of adequate planning can be especially significant for members of the LGBTQ2S+ community. Name and gender identification, legal recognition of spousal relationships, and provision for children are just some of the legal issues that an estate practitioner needs to consider. However, adequately serving diverse populations requires more than just understanding legal issues. In this session, we’ll learn about the legal issues and about the barriers that LGBTQ2S+ individuals may face in seeking out legal advice and steps you can take to create a safe environment for clients to speak about their backgrounds, lived experiences, and concerns.
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
