Trusts 2021: The Well-Advised Trustee

Table of Papers

Tab 1

PowerPoint Presentation: Drafting Fundamentals: Beyond the Appointment
Alison Oxtoby, Balmains Law Corporation, Kelowna, BC
32 Slides

Tab 2

PowerPoint Presentation: The Core Trustee Duties
Aaron Pearl, Clarke Wilson LLP, Vancouver, BC
41 Slides

The Core Trustee Duties
Aaron Pearl, Clarke Wilson LLP, Vancouver, BC
15 Pages

Tab 3

PowerPoint Presentation: Practical Considerations: Distributions of Trust Property
Rose Shawlee, Harper Grey LLP, Vancouver, BC
John Blackmer, Solus Trust Company Limited
38 Slides

Tab 4

PowerPoint Presentation: Trustee Liability: Lessons from a Litigator
Helen H. Low, Q.C., Fasken Martineau DuMoulin LLP, Vancouver, BC
35 Slides

Tab 5

PowerPoint Presentation: Understanding the Tax Events Arising Throughout the Life Cycle of a Trust
Sheryne Mecklai, Manning Elliott LLP, Vancouver, BC
Andrea Armitage, Manning Elliott LLP, Vancouver, BC
19 Slides

Tab 6

PowerPoint Presentation: Troubleshooting the Trust
Sandra L. Enticknap, Q.C., Miller Thomson LLP, Vancouver, BC
Jessica Y. Lo, Solus Trust Company Limited, Vancouver, BC
32 Slides