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Product Type: Course
Trusts in the 21st Century: Surviving in a Sea of Change

DescriptionMore DetailAgenda

How to use the time-tested tool of trusts in today's world of financial transparency

(Original Course Date April 26, 2019)

Rebroadcasts
Summer Series 2019
Friday, July 19, 2019
9:00 am – 4:30 pm via webinar

Friday, July 26, 2019
9:00 am – 4:30 pm via webinar

Last Kick at the Can 2019
Monday, December 2, 2019
9:00 am – 4:30 pm via webinar
 

Wednesday, December 11, 2019
9:00 am – 4:30 pm via webinar

Who should attend: Lawyers practicing in the area of wills, estates & trusts. This course may also be of interest to accountants, financial advisors, trust officers, wealth management specialists, and other estate planning professionals.

Learning level: Intermediate/Advanced

Trusts have been an effective estate planning tool for centuries. With recent changes in federal tax rules and further proposed changes at both the federal and provincial level, advising on the utility and administration of trusts has become more complicated.

Learn what has changed and will likely change in the trust landscape, and how to navigate the changes to ensure that trusts continue as an effective tool for your clients.

At this course, seasoned practitioners will share their approach to addressing the recent changes, what to expect with coming transparency rules, and what still works when considering a trust plan. You will learn best practices for trust drafting and trust implementation to equip you for advising clients in this complex area.

After taking this program, you will:

  • understand how to use trusts as an estate planning tool
  • gain knowledge of the recent and proposed changes to trusts
  • understand issues with disability trusts, US beneficiaries, and rolling over registered funds
  • receive practice tips for trust drafting

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

Course Chair
Fiona Hunter — Horne Coupar LLP, Victoria

 

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.

Pricing
Summer Series 2019

EARLY BIRD 
Register by June 21
Regular Price
After June 21
Webinar Rebroadcast $439 $489
Webinar Rebroadcast
Articled Student
N/A $244.50

 

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.

Last Kick at the Can Pricing
Webinar Rebroadcast $489

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Plus-one pricing!
Gather your colleagues around a computer to save on Webinars and Rebroadcasts. Groups pay full price for the main registrant plus $249 ($449 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.

CLEBC Program Lawyer*
Nadia Myerthall
nmyerthall@cle.bc.ca
*non-practising

 



Format Rebroadcast Add to Cart
Start Date & Time 2019-07-19 9:00 AM
End Date & Time 2019-07-19 4:30 PM
Online Provider
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Format Rebroadcast Add to Cart
Start Date & Time 2019-07-26 9:00 AM
End Date & Time 2019-07-26 4:30 PM
Online Provider
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Format Rebroadcast Add to Cart
Start Date & Time 2019-12-02 9:00 AM
End Date & Time 2019-12-02 4:30 PM
Online Provider
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Format Rebroadcast Add to Cart
Start Date & Time 2019-12-11 9:00 AM
End Date & Time 2019-12-11 4:30 PM
Online Provider
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