Recent developments, tools, and techniques in estate planning
Jump Start on CPD 2019
Thursday, March 7, 2019
9:00 am – 4:00 pm via webinar
(Original Course Date November 15, 2018)
Who should attend: Lawyers practising in the area of wills and estates. This course may also be of interest to accountants, financial planners, trust officers, wealth management specialists and other estate planning professionals.
Learning level: Intermediate/Advanced
Estate planning is key to securing the future financial security of your clients and their families. To create well-designed estate plans that meet your clients’ goals, you need to keep current on relevant law and techniques. Join us as experienced faculty explore with you important topics of the day and provide you with tools so you can ensure that your clients’ estates are distributed in an orderly fashion without controversy. You will leave this course up to date and confident in your ability to create practical plans for your clients’ assets. Join us and be the advisor your clients deserve today!
After taking this program, you will:
- understand the intersection between family law and estate planning
- be aware of new real property taxes as they relate to estate planning
- gain insight into family trusts, alter ego and joint spousal trusts
- receive tips on US tax planning tools
- be aware of the issues regarding vulnerable clients
Register for this course as well as the Estate Litigation Update 2018 course tomorrow, Friday, November 16, 2018, and SAVE on your registration for both! See below for pricing and click here to register for the 2-day Wills, Estates, and Trusts Conference 2018.
Law Society of BC CPD Hours: 6 hours (including a minimum of 1 hour involving professional responsibility and ethics, client care and relations, and/or practice management)
Genevieve N. Taylor — Legacy Tax + Trust Lawyers, Vancouver
Save even more with your CPDone Pass.
Registration includes an electronic copy of the course materials.
Please note: The CPD hours of the rebroadcast may differ from the CPD hours of the original, live program.
Jump Start on CPD 2019
Register by Feb 4
After Feb 4
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Gather your colleagues around a computer to save on Webinars and Rebroadcasts. Groups pay full price for the main registrant plus $179 ($319 for two-day courses) for each additional viewer. If your group includes a student, the first registration must be at the full rate if a lawyer is participating. Contact Customer Service for more information.
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