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Product Type: Course
Wealth Preservation and Transition for the Family Enterprise: Estate Planning



Who should attend: Lawyers practicing in the area of wealth preservation, wills and estates, and corporate law; the course may also be of interest to accountants, trust officers, and investment advisors.

Learning level: Intermediate/Advanced

Estate Planning and Beyond
This course will look at the inter-relationship between family, business, and ownership when it comes to a family enterprise, and will look at how best to guide and advise families as they think about succession. We will look at governance, strategic options, estate tools and structures, tax issues, financing, investing and insurance issues, and how best to prepare the heirs.

Law Society of BC CPD Hours: 6 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 — Borden Ladner Gervais LLP, Vancouver

EARLY BIRD (Register by April 20, 2011 and SAVE)
Regular/Live Webinar: $445 | Student: $225 (live course only)

After April 20, 2011
Regular/Live Webinar: $525 | Student: $265 (live course only) | Video Repeat: $345 | Webinar Archive: Call Customer Service.

Registration includes course materials. Note: You will continue to receive a print copy of the materials at the course. In addition, you will receive an email with a link to the online version of the materials approximately one day before the course.

If you have any thoughts, suggestions, or ideas on topics for this program, please contact the program lawyer below.

CLEBC Program Lawyer
Catherine J. Branch

This course has no current sessions.

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