Trusts are an important planning tool; however, the complex nature of trusts law and its continual evolution pose a challenge for even experienced professionals. The past year has been an active one in respect of shifting law and dynamics, and in order to effectively utilize trusts and successfully navigate this intricate area, it is essential to keep up to date on changes in the law, current issues, and emerging planning techniques.

This program assembles leaders in the fields of trusts and taxation to update you on recent developments in the law of trusts and key challenges facing practitioners today, and to provide you with current and emerging planning techniques, practice tips and practical solutions to your clients’ most pressing issues. You will gain a solid understanding of important planning considerations, potential pitfalls and the techniques and structures currently available to best address your clients’ unique circumstances and set them up for success.

You Will Learn About:
• The various trust structures available for inter vivos and estate planning, and what to consider when choosing your vehicle
• The new Federal rules on the taxation of split income, and how they affect trust planning
• Federal and provincial tax changes affecting trusts, including new trust reporting rules and changes to the taxation of beneficial transfers of real estate
• Commonly litigated matters and how to draft your trust proactively
• Issues arising in respect of trustee administration and remuneration

Who Should Attend?
• Lawyers practising in the areas of trusts, wills, estates or tax
• Estate planning specialists
• Investment managers and professionals
• Accountants providing tax and estate planning advice
• Financial planners and other consultants helping clients protect wealth and minimize tax

Register by:
1. Telephone: 604-730-2500 or toll free 1-877-730-2555
2. Fax: 604-730-5085 or toll free 1-866-730-5085
3. Mail: Unit 2 - 2246 Spruce Street, Vancouver, BC V6H 2P3
4. Online: www.pbli.com1427