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.
|
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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