Kate Marples

Kate’s practice focuses on the areas of trust and estate planning, personal and corporate tax planning, corporate reorganizations and charitable gift planning.  She routinely assists clients with estate freezes and family trusts, and a broad range of other estate planning trust matters.

After graduating with a Bachelor of Arts degree from UBC in 2001, Kate received her law degree with honors from the University of Ottawa in 2004.  She was called to the Bar in British Columbia in 2005 and has practiced in Vancouver in the areas of tax and estate planning since then.

Kate is an adjunct professor at UBC’s Peter A. Allard School of Law where she teaches “Taxation of Trusts and Estates” to upper year JD and LLM students.

Professional Memberships and Associations

Member, Law Society of British Columbia, since 2005

Member, Society of Trust and Estate Practitioners (STEP) Canada, TEP Designation, since 2013

Member, Canadian Tax Foundation, since 2005

Recent Publications and Presentations

• “Intergenerational Family Business Transfers” (Author and Presenter, Canadian Tax Foundation, BC Tax Conference, 2024)
• Regular Contributor, STEP Inside quarterly magazine – “In the Headlines”, B.C. content (Author, Society of Trust and Estate Practitioners, 2012 – 2024)
• Chapter 13 (“Taxation of the Deceased”) and Chapter 14 (“Taxation of Estate and Testamentary Trusts”), Probate and Estate Administration Practice Manual (Co-Editor, Continuing Legal Education Society of British Columbia, 2018 to present)
• “Transitioning the Business to Employees, Family or Both – Where Are We Now?” (Author and Presenter, Canadian Tax Foundation, National Tax Conference, 2023)
• “More Generosity, More Planning: Update on Charitable Giving” (Presenter, Society of Trust and Estate Practitioners, 2022)
• “Tax Fundamentals for the Estate Practitioner” (Author and Presenter, Continuing Legal Education Society British Columbia, 2022)
• “Managing Your Clients and Your Practice: Ethics Tips and Traps – the perspective from an accountant and a lawyer” (Presenter, Society of Trust and Estate Practitioners, 2022)
• “Transferring the Family Business: A Case Study” (Author and Presenter, Pacific Business and Law Institute, 2021)
• “Trusts, Estates and Family Law Issues of Interest” (Presenter, CPA BC, 2021)
• “Tax Update for Estate Planners” (Author and Presenter, Continuing Legal Education Society British Columbia, 2020)
• “The Intersection of Trust Law and Tax” (Author and Presenter, Canadian Tax Foundation, BC Tax Conference, 2019)
• “Fundamentals of Taxation of Trusts” (Author and Presenter, Continuing Legal Education Society of British Columbia, 2019)
• “Planning Around the Deemed Disposition Rule” (Author and Presenter, Pacific Business and Law Institute, 2019)
• “Utilizing Trusts: Tools & Tips for the Family Business” (Author and Presenter, Pacific Business and Law Institute, 2018)
• “The New Landscape: Recent Tax Changes (federal, provincial, municipal) affecting real estate” (Author and Presenter, Estate Planning Conference jointly by the Society of Trust and Estate Practitioners and Chartered Professional Accountants of BC, 2018)