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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

Friday, April 26, 2019

9:00 am – 4:00 pm
Vancouver location TBA
or attend 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.

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)

Course Chair
Fiona Hunter — Horne Coupar, Vancouver

 

Pricing 

EARLY BIRD 
Register by Mar 29
Regular Price
After Mar 29
Webinar  $489 $549
Webinar Articled Student $239 $269
In Person* $619 $679
In Person Articled Student* $339 $369
Save even more with your CPDone Pass
Registration includes an electronic copy of the reference materials.
*Lunch is included.

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

SPECIAL GROUP RATES! Plus-one pricing!
Gather a few colleagues around a computer to SAVE on Webinar/Rebroadcast costs! Groups pay full price for the main registrant + $179 for each additional viewer. *Contact Customer Service for more info.

*If your group includes an articled student, the first registration must be at the full rate if a lawyer is participating.

Unable to attend without financial support? Learn about our Bursary Program and Easy Pay Plan.

Can't make the course/webinar? Subscribe to:
1. Online Course Materials* — an on-demand archive of CLEBC papers since 2001
2. Webinar Archive* — an on-demand, online video repository of most past CLEBC courses

*Annual subscription rate based on firm size.

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

 



Format Live Course Add to Cart
Start Date & Time 2019-04-26 9:00 AM
End Date & Time 2019-04-26 4:00 PM
Location Vancouver location TBA
Spaces Available 100
Course Chair Fiona Hunter

Format Live Webinar Add to Cart
Start Date & Time 2019-04-26 9:00 AM
End Date & Time 2019-04-26 4:00 PM
Online Provider
Spaces Available 75

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