Create effective estate plans that fulfill your clients’ wealth preservation goals
This publication is essential for: practitioners looking for estate planning guidance, including tax advice, sample trusts, and other tools to address a diverse range of client needs.
As we experience the largest intergenerational transfer of wealth in history, you will be increasingly asked to advise clients on complex estate plans. BC Estate Planning & Wealth Preservation is your comprehensive guide to effective estate planning techniques for complicated portfolios. Focused on tax-based planning in BC, this manual is designed to accompany Wills and Personal Planning Precedents: An Annotated Guide by providing commentary and annotated forms to equip you to create trusts and other wealth preservation tools to complement your client’s will.
With this resource, you will be able to:
- determine a sensible approach for your clients’ estate planning needs
- create practical estate plans to preserve your clients’ and their families’ wealth
- confidently handle a diverse range of client estate portfolios and assets