Minutes, Archived Recording Thorny Issues in Estate Administration October 20, 2020 This meeting was held at 04:15 PM at Online Meeting in Vancouver, British Columbia. Guest speaker was Michelle Isaak, Partner, DLA Piper LLP, .
Annual Report Annual Report 2019/2020 August 11, 2020 This report summarizes the activity for the Wills & Trusts - Okanagan Section for the 2019-2020 Term.
Minutes Impact of Recent and Proposed Tax Changes on the Use of Trusts February 19, 2020 This meeting was held at 06:00 PM at Smack Dab in Kelowna, British Columbia. Guest speaker was Mr. Kelly Watson, CPA, CA, TEP, Partner, Tax, KPMG LLP.
Minutes Henson Trusts and the Story of S.A. v. Metro Vancouver Housing Corporation January 22, 2020 This meeting was held at 06:00 PM at Smack Dab in Kelowna, British Columbia. Guest speaker was Mr. Michael Feder, of McCarthy Tetrault.
Annual Report Annual Report 2018/2019 July 18, 2019 This report summarizes the activity for the Wills & Trusts - Okanagan Section for the 2018-2019 Term.
Minutes Un-Registered Interests in Real Property vs Third Party Creditors May 15, 2019 This meeting was held at 6:00 PM at Smack Dab in Kelowna, British Columbia. Guest speaker was Keith Sabey of Sabey Rule LLP.
Minutes Revisiting Pecore v. Pecore: Inter Vivos Transfers to Disinherit Adult Children April 09, 2019 This meeting was held at 6:00 PM at Smack Dab in Kelowna, British Columbia. The guest speaker was Heidi Taylor of FH&P Lawyers LLP .
Minutes Principal Residence Exemption February 20, 2019 This meeting was held at 05:30 PM at Smack Dab in Kelowna, British Columbia. Guest speaker was Nicole Watson, KPMG.
Minutes Insulate Estate Planning Files From Litigation – Tips from a Litigator January 16, 2019 This meeting was held at 5:30 PM at Smack Dab in Kelowna, British Columbia. The guest speaker was Tyson McNeil Hay of Fulton & Company LLP.
Minutes Lawyers Acting as Attorney, Executor and Representative November 28, 2018 This meeting was held at 5:30 PM at Smack Dab in Kelowna, British Columbia. Guest speaker was Jim Herperger, QC former lawyer of FH&P Lawyers.