Issues in the Administration of Trusts | CPDonline.ca

Issues in the Administration of Trusts

Issues in the Administration of Trusts

To purchase this video please click “Add to Cart”.

Login to watch this video if you have a subscription. Learn more about subscriptions.
Credits
Professionalism (Ethics, etc.): 0.5
35 minutes
Substantive: 0.5
20 minutes
Published
2017
Presenter(s)
Sébastien Desmarais
John Lapierre
Paul Taylor
Source
County of Carleton Law Association (CCLA)
Provider
CPDOnline.ca
Language
English
Length
55 minutes
Price
$209.00 plus tax
CCLA 2017 Solicitors Conference

The panel will discuss various issues that arise in the administration of trusts, and in particular family trusts, including: identifying and changing the jurisdiction and tax residency of a trust; the implications of beneficiaries and trustees becoming resident in other jurisdictions; recent changes to the applicability of the principal residence exemption; and the effects on existing planning in light of the changes to taxation of trusts over the last few years.

Accreditation Criteria Client Service (retainers, conducting effective client interviews and client meetings), Rules of Professional Conduct sections 3.1 (competence) and 3.4(conflicts) – Explanatory Note: What are the most common mistakes in dealing with administration of trusts – particularly when there are interjurisdictional issues? How have recent changes in the taxation of trusts impacted this area of the law? Has the standard applicable to lawyers changed in light of recent developments?

Presenters

Sébastien Desmarais

John Lapierre

Paul Taylor

Paul Taylor is a partner in the Ottawa office of Borden Ladner Gervais LLP. Paul's practice focuses on trust, estate, and incapacity planning and administration as well as corporate law. Paul has a wide range of trust, estate, and incapacity experience, including planning for individuals with high value and complex assets, working with clients to provide for beneficiaries with disabilities, and preparing, amending, and interpreting trusts for aboriginal groups. Paul's corporate law experience includes the implementation of corporate structures as part of tax and other planning. Paul received his LLB, University of Manitoba (Robson Hall) in 2007 and was called to the Ontario Bar in 2008 and Nunavut in 2017. Paul is very active in the community and is Board President at Ottawa Salus. He's a former board member of Bruce House, Ryan's Well Foundation, and Fund for a New Generation.