Estate Planning Update 2022







Product Type: Course

Format
Courses - Rebroadcast
Start Date & Time
2023-03-07
End Date & Time
2023-03-07
Online Provider
.




DescriptionMore DetailAgenda

Recent developments, tools, and techniques in estate planning

Thursday, November 3, 2022
9:00 am – 4:00 pm
Sutton Place Hotel, 845 Burrard Street,
Vancouver
or attend via webinar

—Rebroadcast—
Jump Start on CPD 2023
Tuesday, March 7, 2023

On the rebroadcast date, you will have until midnight of that rebroadcast date to access the course. Please note that technical support will be available during regular CLEBC business hours.

Can't make the webinar or rebroadcasts?
Want online CPD available 24/7?
Subscribe to Courses On Demand, our comprehensive online resource with 21,500+ videos and 5,400+ papers from CLEBC courses. This course will be added to Courses on Demand approximately 30 days from the original course date.

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.

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

Pricing
EARLY BIRD 
Register by Oct. 6/22
Regular Price
After Oct. 6/22
In-person $579   $533 $639   $582
In-person Articled Student $364.50   $336 $364.50   $336
Webinar $489   $443 $549   $492
Webinar Articled Student $274.50   $246 $274.50   $246
Jump Start 2023 EARLY BIRD 
Register by Feb. 6/23
Regular Price
After Feb. 6/23
Rebroadcast  $443   $399 $489   $443
Rebroadcast Articled Student $244.50   $221.50 $244.50   $221.50

Are you an Indigenous lawyer or community member?
Click here for special pricing.

Do you need financial assistance?
Click here for bursary information.

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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