To register your or your guest’s attendance, please log into your member account. The cost is $65.00 per guest ($61.90 + $3.10 G.S.T, G.S.T. #123575326), payable via credit card online or cheque. Meeting registration opens two weeks prior to the meeting date. Changes and cancellations are accepted until 4:00pm on the Thursday before a meeting.
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Meetings are held at:
The Law Courts Inn
4th Floor, Law Courts Building
800 Smithe Street, Vancouver
5:30 p.m. Cocktails
6:00 p.m. Dinner
6:45 p.m. Speaker
8:00 p.m. End
View past topics and speakers (since October 1999)
October 30, 2018
Topic: Assessing the Gains: The Proliferation of Value-Based Land Taxes in BC (includes AGM)
Facing a serious housing affordability crisis, provincial and local governments have introduced several measures intended to target speculation and underutilization of real estate and to increase availability of beneficial ownership information. Some experience these measures as necessary and welcome intervention; others as a cash grab and an intrusion on privacy. This presentation will discuss enacted and proposed measures including the Foreign Buyer Tax and Information Collection Regulation, the Land Owner Transparency Act, the Vancouver Vacancy Tax, and the Speculation Tax. The focus will be on provisions most relevant to trust and estate planners and their clients.
Richard Weiland, Partner, Clark Wilson LLP
November 27, 2018
Topic: Donor Advised Funds Presentation
This is a joint meeting with the Canadian Association of Gift Planners.
January 29, 2019
Topic: Economic Outlook
Speaker: Benjamin Tal, Deputy Chief Economist, CIBC World Markets Inc.
February 26, 2019
Topic: Estate Planning and Cryptocurrency/BlockChain/Digital Assets
April 2, 2019 (changed to first week of April)
Topic: Sustainable Withdrawal Rates. Financial Planning in the new economy: how much is enough?
Vince Murton, Vice President, Longevity Planning, Raymond James Ltd.
May 7, 2019
Topic: View from the Bench
This is a joint meeting with the CBA, Wills & Trusts Section.
The Honourable Mr. Justice Russell Brown
Justice of the Supreme Court of Canada
June 4, 2019
Topic: Weird, Wonderful and Wine: Transferring Unique Assets