How to use the time-tested tool of trusts in today's world of financial transparency
(Original Course Date: April 26, 2019)
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)
Fiona Hunter — Horne Coupar LLP, Victoria
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