Summary of Meetings: Wills & Trusts - Vancouver
Number of Meetings Held:4
October 20, 2020
Registration Count: 143
Guest Speaker: Michelle Isaak, DLA Piper; Zachary Rogers, Clark Wilson
Meeting Title/Topic: Thorny Issues in Estate Administration
Synopsis: Michelle Isaak, DLA Piper LLP, discussed tricky issues arising in the administration of estates, including issues related to COVID-19. Zachary Rogers, Clark Wilson, presented a case comment on the Ontario Superior Court decision, Calmusky v Calmusky, 2020 ONSC 1506.
January 19, 2021
Registration Count: 199
Guest Speaker: Sally Dennis, Partner, Farris LLP Elise Kohno, Associate, Fasken Martineau DuMoulin LLP
Meeting Title/Topic: The Role of Protectors in Estate Planning
Synopsis: Sally Dennis presented on the role of protectors in estate planning, while Elise Kohno presented a case comment on Pavlovich v. Danilovic, 2020 BCCA 239.
February 16, 2021
Registration Count: 91
Guest Speaker: Madam Justice Amy D. Francis of the Supreme Court of British Columbia
Meeting Title/Topic: View from the Bench - Advocating Effectively in Virtual Proceedings
Synopsis: Madam Justice Amy D. Francis of the Supreme Court of British Columbia provided comments from a presiding judge’s perspective on how to effectively advocate in virtual proceedings.
April 13, 2021
Registration Count: 289
Guest Speaker: Andrea Frisby and Laura Peach, Legacy Tax & Trust Lawyers
Meeting Title/Topic: Tips and Traps for Drafting Trust Deeds and Wills Trusts
Synopsis: Andrea Frisby and Laura Peach, both of Legacy Tax & Trust Lawyers, provided comments on what trips and traps to consider when drafting trust deeds and wills trusts.
In addition, Sara Pedlow, of DLA Piper LLP presented case comment on the decision Boughton v. Widner Estate - 2021 BCSC 325.