Wealth Preservation and Succession for the Family Enterprise 2023

Product Type: Course

This course has no current sessions.

DescriptionMore DetailAgenda

Estate planning and beyond

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.

Last Kick at the Can Series 2023
Wednesday, December 13, 2023
Thursday, December 21, 2023

(Original Course Date: June 7, 2023)

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Who should attend: Lawyers practicing in the areas of wealth preservation, wills, estates, trusts, succession, and estate planning. This course may also be of interest to lawyers practicing in the area of corporate law and to accountants, family enterprise advisors, trust officers, and investment and financial advisors.

Learning level: Intermediate/Advanced

This course will look at the dynamics of a family enterprise and the inter-relationship between family, business/management, and owners.

We will discuss how best to guide and advise families as they plan for wealth preservation and inter-generational succession. Topics will include estate planning tools and techniques, tax planning, options for holding family assets, governance, strategic ownership options, and various agreements. We will also address recent developments in case law.

After taking this program, you will:

  • know how to use various estate planning tools and techniques
  • be aware of tax planning issues for family succession
  • gain information on joint tenancies
  • understand governance and strategic ownership options
  • gain knowledge of the intersection between family law and family enterprise wealth preservation
  • be up-to-date on case law developments and trends

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
Cheyenne J.H. Reese — Legacy Tax + Trust Lawyers, Vancouver

Last Kick at the Can 2023
Rebroadcast $508
Rebroadcast Articled Student $254

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Registration includes an electronic copy of the reference materials.

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CLEBC Program Lawyer*
Nadia Myerthall

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