Summary of Meetings: Wills & Trusts - Vancouver
Number of Meetings Held: 5
June 23, 2025
Family Law in the Estates Context
Guest Speakers: Tamlin Cooper, Associate, and Stephanie Ovens, of DLA Piper LLP
Synopsis: Tamlin Cooper and Stephanie Ovens, Associates of DLA Piper LLP, discusses issues arising on the intersection of family law and estates.
Online Registration:
In-Person Registration:
May 29, 2025
Legal Options & Practical Solutions for Vulnerable Clients
Guest Speakers: Raman Johal, Partner at Gowling WLG, Amanda Brown, RSW, Director of ReAct Adult Protection Program, and Dylan Bains, Associate, Lawson Lundell
Synopsis: Raman Johal, a partner at Gowling WLG, and Amanda Brown, Director at ReAct Adult Protection Program, discuss both legal and practical strategies to implement when planning for vulnerable clients. Dylan Bains, Associate, Lawson Lundell, provides a case comment.
Online Registration: 101
In-Person Registration: 19
February 18, 2025
Sections 58 and 59 of the Wills, Estates and Succession Act: Case Law Update
Guest Speakers: Kimberly Kuntz, Partner, Scion Law LLP
Synopsis: Kimberly Kuntz discusses recent cases regarding the court’s power (a) under section 58 of the Wills, Estates and Succession Act (WESA) to relieve against non-compliance with the formalities for making a will and (b) under section 59 of WESA to rectify a will if it fails to carry out the will-maker's intentions.
Online Registration: 200
In-Person Registration: 13
November 19, 2024
Interviewing Clients & Trauma Informed Counselling
Guest Speakers: Shari R. Pearlman, Lawyers Assistance Program of BC (LAPBC)
Synopsis: Shari R. Pearlman, Lawyers Assistance Program of BC (LAPBC), discusses strategies on interviewing and counselling clients with sensitivity within the estate environment. Shari also explores self-care tips for legal practitioners.
Online Registration: 52
In-Person Registration: 10
October 22, 2024
Issues in the Taxation of Trusts
Guest Speaker: Parveen Karsan, McQuarrie Hunter LLP
Synopsis: Parveen Karsan, McQuarrie Hunter LLP, discusses current issues in relation to the taxation of trusts, including changes to the capital gains inclusion rate and its effect on estate planning involving trusts, reporting obligations for trusts; and uses of trusts for charitable donations.
Online Registration: 151
In-Person Registration: 7