- Free to attend
- Under consideration by the Law Societies of BC & ON
SESSION 1: INTRO TO WESA + CASE LAW UPDATE (30 MINS)
Estates lawyers in British Columbia face their own unique set of challenges, driven by evolving provincial laws and legislation, together with shifts in client needs and expectations, and family structures.
This opening session will address the current topics on the minds of estates lawyers in BC in 2024.
Updates on evolving case law in the province, WESA, and its impact on the estate ecosystem
SESSION 2: UNDERSTANDING EVOLUTIONS IN TRUSTS (40MINS)
Review options for trusts
Challenging trusts
Updates on tax reporting on trusts – complex area (alter ego, tax, bare trusts)
Overview of technology in practice
What is Generative AI and what should you do with it?
Tech pitch: Optimizing your estate administration – case from Appara (8 mins)
AI – talk about AI in your practice (15 mins)
SESSION 3: VIRTUAL SIMULATION – UNWINDING A COMPLEX ESTATE (45 MINS)
Join us for this dynamic session which will feature a roundtable of respected estate advisors who will lead this real-time, interactive simulation examining various scenarios that can arise (and approaches to them) during the unwinding of an estate, including:
When a person dies: what happens when they have a will versus when they don’t have a will?
How to manage an estate with an operating business?
Complex family arrangements?
Managing trusts
Working with a roundtable of advisors
How are estates law firms in BC evolving their practice management strategies to stay competitive as they navigate increasingly complex family structures and multigenerational estates?
Discussion points include:
Best practices for boosting efficiency and cutting costs in estates law firms, and staying competitive in an aggressive market
How can firms leverage the digitization of estate planning to attract new clients and build loyalty?
Adapting the practice to align with modern family structures
Key