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Product Type: Course
Wealth Preservation and Succession for the Family Enterprise

DescriptionMore DetailAgenda

Estate planning and beyond

"Last Kick at the Can" Rebroadcast
Monday, December 12, 2016; 9:00 am – 4:00 pm

(Original course: Friday, May 6, 2016) 

Who should attend: Lawyers practicing in the areas of wealth preservation, wills, trusts, succession, estate planning and corporate law; the course may also be of interest to accountants, family enterprise advisors, trust officers, and investment and financial advisors.

Learning level: Intermediate/Advanced

This course will look at the dynamics of a family enterprise and the inter-relationship between family, business/management, and owners. We will discuss how best to guide and advise families as they plan for wealth preservation and inter-generational succession. We will look at governance, communication and process, estate planning tools and techniques, tax planning, various agreements, and strategic ownership options. We will address recent developments in applicable legislation including WESA.

After taking this course you will...

  • be aware of governance structures and strategic ownership options
  • know how to use various estate planning tools and techniques
  • be aware of tax planning issues for family succession
  • be up-to-date on legislative changes and case law developments

Kudos from past participants

"The course covered a wide range of issues."

"I learned a lot about the mechanics of wealth preservation and about the complexity of motivating a family involved in family enterprises."

"A reminder that this area of practice cannot be disassociated from the human aspects of a closely held family enterprise."

This course will be paired with Income Tax Fundamentals for the Estate Practitioner on Friday, April 15, 2016. Take both courses and SAVE! See below for special pricing, and click here to register for both. 

Law Society of BC CPD Hours: 6.5 hours (a minimum of 1 hour will involve aspects of professional responsibility and ethics, client care and relations, and/or practice management)

Course Chair
Josephine M. Nadel — Owen Bird Law Corporation, Vancouver


"Last Kick at the Can" Rebroadcast
: $475

Registration includes an electronic copy of the course materials.

SPECIAL GROUP RATES! New "plus-one" pricing!
Gather around one computer and SAVE on Live Webinar/Rebroadcast costs. Pay full price for the first registration and have each additional viewer join you for $125 per day. Contact Customer Service for more info.

Webinar Archive: This course will be added to the Webinar Archive. See below to subscribe.

Unable to attend without financial support? To learn more about CLEBC's Bursary Program click here and for our Easy Pay Plan click here.

Can't make the live course/live webinar?

1. Order the online course materials, an archive of all CLEBC papers published since 2001. ... OR
2. Subscribe to the Webinar Archive, a repository of recordings of most CLEBC past courses.

Annual subscription rates for both options are based on firm size.

Mark your calendar!
Estate Planning Update
—Thursday, October 6, 2016
Estate Litigation Update—Friday, October 7, 2016. 

CLEBC Program Lawyer
Nadia Myerthall

This course has no current sessions.

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