Documents
Resources
Learning Center
Upload
Plans & pricing Sign in
Sign Out

Pension Division Fundamentals For Family Lawyers

VIEWS: 46 PAGES: 3

									Pension Division Fundamentals For Family Lawyers
Pensions, plain and practical

Thursday, April 10, 2008

There are three learning options for this course:
    1. a face-to-face live event in Vancouver;
    2. a real time live webcast; or
    3. a subscription to this course as part of the Webcast Archive.

Location: Online

9:30 am - 4:30 pm

WHO SHOULD ATTEND: All family law lawyers interested in the fundamentals of pension division.
LEARNING LEVEL: All levels.
Pension division is a complicated, technical area of the law, and is one of the main areas of negligence
claims against family lawyers. Make sure you have your bases covered! This course will take you through
the fundamentals of pension division in a workshop format, with a focus on the nuts and bolts: how to do
it, what you need, and where you send it. You will hear about pension division basics, use of forms,
common pitfalls and how to avoid them, and drafting. The workshop will highlight a hands-on approach
with plenty of time for questions and discussion. Where appropriate, topics will incorporate aspects of
professional ethics and practice management.

LAW SOCIETY OF BC REPORTING HOURS: Attendance at this course can be listed as 6 hours of
continuing education in completing your Annual Report to the Law Society. Although there is no Law
Society rule mandating continuing education, the Law Society requires lawyers to report their continuing
education annually. A Certificate of Attendance will be issued at the course.

COURSE CHAIR
Thomas G. Anderson, QC — Anderson Pension Law Consulting, North Vancouver

ABOUT THE CHAIR
Thomas G. Anderson, QC has been a member of the BC bar since 1978 and specializes in pension law,
particularly in a family law context. He is a consultant for pension plans and family lawyers, and is the
principal author of Questions and Answers about Pension Division on Marriage Breakdown in British
Columbia (BCLI 2000). In 2005 Mr. Anderson chaired a committee that, at the request of the BC Attorney
General, reviewed and made recommendations concerning the operation of BC pension division legislation.
Mr. Anderson is a frequent speaker and presenter at a number of high-level conferences.

FACULTY
Thomas G. Anderson, QC — Anderson Pension Law Consulting, North Vancouver
Orla M. Cousineau — Mercer, Vancouver
Ifigenia Fasogiannis — Client Service Officer, Human Resources & Social Development Canada, North
Vancouver
Stephanie Griffith — Mercer, Vancouver
Karen Harper — British Columbia Pension Corporation, Victoria
Ian M. Karp — Karp Actuarial Services Ltd., Vancouver

CLE PROGRAM LAWYER
Teresa Sheward             tsheward@cle.bc.ca

PRICING
EARLY BIRD (Register by March 13, 2008 and SAVE)
Regular/Live Webcast: $435

After March 13, 2008
Regular/Live Webcast: $495 | Webcast Archive: Call Customer Service.

Registration includes course materials.
ITEM NO.: 1812908W

PROGRAM AGENDA


Pension Basics

    •   fundamental concepts and terms
    •   how pensions function

        Orla M. Cousineau — Mercer, Vancouver

Overview of Pension Division: Basic Part 6 Principles

    •   the different mechanisms for dividing pensions provided under Part 6 of the Family Relations Act
    •   summary of possible future reform of Part 6

        Stephanie Griffith — Mercer, Vancouver

Starting the File

    •   initial information, forms, and authorizations required
    •   identifying initial questions that must be answered before proceeding
    •   determining the portion subject to division

        Thomas G. Anderson, QC — Anderson Pension Law Consulting, North Vancouver

An Actuary's Perspective

    •   when do you need an actuary?
    •   what information does the actuary require?
    •   understanding an actuary's report

        Ian M. Karp — Karp Actuarial Services Ltd., Vancouver

Supplementary Pension Plans

    •   supplementary pension benefits, what they are, and how they are structured
    •   ideas for dividing SPPs on marriage breakdown
    •   key issues in dividing SPPs

        Thomas G. Anderson, QC — Anderson Pension Law Consulting, North Vancouver
        Orla M. Cousineau — Mercer, Vancouver

Canada Pension Plan

    •   benefits provided under the CPP Plan
    •   credit splitting
    •   when parties might consider waiving division

        Thomas G. Anderson, QC — Anderson Pension Law Consulting, North Vancouver
        Ifigenia Fasogiannis — Client Service Officer, Human Resources & Social Development Canada,
        North Vancouver

Federally Regulated Plans

    •   division of pensions in private occupational plans under the federal Pension Benefits Standards
        Act
    •   division of pensions in public sector plans under the federal Pension Benefits Division Act
    •   overview, tips, and traps

        Thomas G. Anderson, QC — Anderson Pension Law Consulting, North Vancouver
The Administrator's Perspective

    •   common problems and how to avoid them
    •   checklist for problem free pension division
    •   what forms and other information must be sent to the plan administrator to become a limited
        member or divide the pension?
    •   avoiding follow-ups by the plan administrator or having your materials bounced

        Stephanie Griffith — Mercer, Vancouver
        Karen Harper — British Columbia Pension Corporation, Victoria

Drafting Issues, Special Problems, Recent Cases, and Warning Signs

    •   dividing benefits between unmarried spouses
    •   other employment termination benefits
    •   issues if there is more than one pension
    •   issues if the benefits accrue in more than one jurisdiction
    •   tax considerations in dividing pensions

        Thomas G. Anderson, QC — Anderson Pension Law Consulting, North Vancouver

Wrap up: Discussion and Questions


CLEBC REFUND AND CANCELLATION POLICY: Course fee is refundable (less $50) if notice is received
5 business days (10 business days for Limited Enrolment courses) before the course. CLEBC
reserves the right to cancel or reschedule courses, refuse admission, or change speakers, location, or
content. Books in new condition are returnable within 30 days of invoice date.

								
To top