Recent developments, tools, and techniques in estate planning
(Original Course Date: November 5, 2020)
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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)
Genevieve N. Taylor — Legacy Tax + Trust Lawyers, Vancouver
To support you during COVID-19, CLEBC is offering reduced pricing for courses.
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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 webinar course.
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