Estate planning and beyond
Thursday, May 14, 2026
9:00 am – 4:00 pm
Vancouver location TBA
or attend via webinar
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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 interrelationship 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.
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)
Course Chair
Cheyenne J.H. Reese — Legacy Tax + Trust Lawyers, Vancouver
Pricing
|
EARLY BIRD
Register by Apr. 16/26 |
Regular Price
After Apr. 16/26 |
| In-person* |
$659 |
$739 |
| In-person Articled Student* |
$419 |
$419 |
| Webinar |
$559 |
$639 |
| Webinar Articled Student |
$319 |
$319 |
|
*Please note: The in-person session is dependent on a minimum number of registrants and may not be confirmed until 4 weeks before the course date.
Are you a member of the Indigenous legal community (lawyer/Articled Student/legal support staff/paralegal) or a non-lawyer Indigenous community member?
CLEBC is committed to reducing barriers to legal education. We value your contributions and encourage your participation in all of our programs. To increase accessibility, we offer a 50% discount* to all self-identifying Indigenous lawyers/Articled Students/legal support staff/paralegals and a limited number of free online registrations to non-lawyer Indigenous community members. (*discount applies to Regular prices, not Early Bird prices). Please contact Customer Service to find out more.
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Registration includes an electronic copy of the reference materials and lunch for in-person registrants.
|
CLEBC Program Lawyer*
Nadia Myerthall
nmyerthall@cle.bc.ca
*non-practising