Estate Planning Update 2020







Product Type: Course

Format
Courses - Webinar
Start Date & Time
2020-11-05 9:00 AM
End Date & Time
2020-11-05 4:00 PM
Online Provider
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DescriptionMore DetailAgenda

Recent developments, tools, and techniques in estate planning

Thursday, November 5, 2020
9:00 am – 4:00 pm via webinar

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Who should attend: Lawyers practicing in the area of wills and estates. This course may also be of interest to accountants, financial planners, trust officers, wealth management specialists, and other estate planning professionals.

Learning level: Intermediate/Advanced

Estate planning is key to securing the future financial security of your clients and their families. To create well-designed estate plans that meet your clients' goals, you need to keep current on relevant law and techniques. Join us as experienced faculty explore with you important topics of the day and provide you with tools so you can ensure that your clients' estates are distributed in an orderly fashion without controversy. You will leave this course up to date and confident in your ability to create practical plans for your clients' assets. Join us and be the advisor your clients deserve today!

After taking this program, you will:

  • understand the new wills formalities as a result of COVID-19
  • be aware of taxes as they relate to estate planning
  • gain insight into transparency trends
  • understand dual wills
  • have tips on US tax planning tools
  • be aware of the issues regarding incapacity and undue influence

Register for this course as well as the Estate Litigation Update 2020 course on Friday, November 6, 2020, and SAVE on your registration for both! Click here to register for the 2-day Wills, Estates, and Trusts Conference 2020.

Law Society of BC CPD Hours: 5 hours (this course does not contain professional responsibility and ethics, client care and relations, and/or practice management)

Course Chair
Genevieve N. Taylor Legacy Tax + Trust Lawyers, Vancouver

Reduced Pricing
To support you during COVID-19, CLEBC is offering reduced pricing for courses.



EARLY BIRD 
Register by Oct. 8/20
Regular Price
After Oct. 8/20
Webinar  $489   $338 $549   $375
Webinar Articled Student $274.50   $187.50 $274.50   $187.50

Experiencing financial hardship due to COVID-19?
You may be eligible for further reductions in our course prices.
Please contact Customer Service for more information.

Registration includes an electronic copy of the reference materials.

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CLEBC Program Lawyer*
Nadia Myerthall
nmyerthall@cle.bc.ca
*non-practising


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