Who should attend: Lawyers practicing in the area of wills, estates & trusts. This course may also be of interest to accountants, financial advisors, trust officers, wealth management specialists, and other estate planning professionals.
Learning level: Intermediate/Advanced
Trusts have been an effective estate planning tool for centuries. But they have taken a beating in recent years, with allegations that they are simply a tool of the wealthy to avoid taxes, of criminals to launder money, and of terrorists.
Learn how new reporting requirements at both the federal and provincial level affect trust planning, and how to use overriding powers to maintain flexibility in the future. Advising trustees on substantive and administrative matters, as well as considerations for dealing with beneficiaries, will be covered.
The course will provide you with the best practices to better equip you in advising clients in this complex area.
Law Society of BC CPD Hours: 6.5 hours (this course will contain a minimum of 1 hour pertaining to professional responsibility and ethics, client care and relations, and/or practice management)
Fiona Hunter — Horne Coupar LLP, Victoria
Register by Apr. 27/23
After Apr. 27/23
|In-person Articled Student
|Webinar Articled Student
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