Wealth Preservation and Succession for the Family Enterprise 2020





Product Type: Course

Format
Courses - In-Person
Start Date & Time
2020-05-15 9:00 AM
End Date & Time
2020-05-15 4:00 PM
Location
Pan Pacific Hotel


Format
Courses - Webinar
Start Date & Time
2020-05-15 9:00 AM
End Date & Time
2020-05-15 4:00 PM
Online Provider
.


Format
Courses - Rebroadcast
Start Date & Time
2020-07-24 9:00 AM
End Date & Time
2020-07-24 4:00 PM
Online Provider
.




DescriptionMore DetailAgenda

Estate planning and beyond

Friday, May 15, 2020
9:00 am – 4:00 pm
Pan Pacific Hotel, 999 Canada Place, Vancouver
or attend via webinar

—Rebroadcast—
Summer Series 2020
Friday, July 24, 2020
9:00 am – 4:00 pm via webinar

Who should attend: Lawyers practicing in the areas of wealth preservation, wills, estates, trusts, succession, and estate planning. This course may also be of interest to lawyers practicing in the area of corporate law and to accountants, family enterprise advisors, trust officers, and investment and financial advisors.

Learning level: Intermediate/Advanced

This course will look at the dynamics of a family enterprise and the inter-relationship between family, business/management, and owners. We will discuss how best to guide and advise families as they plan for wealth preservation and inter-generational succession. Topics will include governance, communication and process, estate planning tools and techniques, tax planning, various agreements, and strategic ownership options. We will also address recent developments in applicable legislation.

After taking this program, you will:

  • know how to use various estate planning tools and techniques
  • be aware of tax planning issues for family succession
  • understand governance and strategic ownership options
  • be up-to-date on case law developments and trends

Law Society of BC CPD Hours: 6 hours (a minimum of 1 hour pertaining to professional responsibility and ethics, client care and relations, and/or practice management)

Course Chair
Cheyenne J.H. Reese Legacy Tax + Trust Lawyers, Vancouver

 

Pricing 

EARLY BIRD 
Register by
Apr. 17/20
Regular Price
After Apr. 17/20
In-Person* $619 $679
In-Person Articled Student* $374.50 $374.50
Webinar  $489 $549
Webinar Articled Student $274.50 $274.50

Save even more with your CPDone Pass
Registration includes an electronic copy of the reference materials.

*Lunch is included.

Pricing 
Summer Series 2020
EARLY BIRD 
Register by
June 19/20
Regular Price
After June 19/20
Webinar Rebroadcast $429 $479
Webinar Rebroadcast
Articled Student
$239.50 $239.50

Save even more with your CPDone Pass
Registration includes an electronic copy of the reference materials.

Please note: The CPD hours of the rebroadcast will either meet or exceed the CPD hours of the original live course.

Can't make the in-person course or webinar?
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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


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