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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 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 developments in beneficiary designations and resulting trusts
- be aware of developments in alter ego and joint partner trusts
- gain insight into trends in drafting and witnessing wills
- understand land in trust planning
- gain tips on US estate and gift taxes
- be aware of the issues regarding charitable giving
Register for this course and the Estate Litigation Update 2022 course on Friday, November 4, 2022, and SAVE on your registration for both! Click here to register for the two-day Wills, Estates and Trusts Conference 2022.
Law Society of BC CPD Hours: 6 hours (this course will contain a minimum of 1 hour pertaining to professional responsibility and ethics, client care and relations, and/or practice management). Please note: The CPD hours of the rebroadcast will either meet or exceed the CPD hours of the original live webinar course.
Genevieve N. Taylor — Legacy Tax + Trust Lawyers, Vancouver
Register by Oct. 6/22
After Oct. 6/22
|In-person Articled Student
|Webinar Articled Student
|Jump Start 2023
Register by Feb. 6/23
After Feb. 6/23
|Rebroadcast Articled Student
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