Wealth Preservation and Succession for the Family Enterprise 2021

Product Type: Course

This course has no current sessions.

DescriptionMore DetailAgenda

Estate planning and beyond

(Original Course Date: May 6, 2021)

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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 governance, communication and process, estate planning tools and techniques, tax planning, various agreements, and strategic ownership options. We will also address recent developments in applicable legislation.

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
  • understand strategic ownership and governance 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: 5 hours (this course does not contain 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

Reduced Pricing
To support you during COVID-19, CLEBC is offering reduced pricing for courses.

Last Kick at the Can 2021
Rebroadcast $429   $339
Rebroadcast Articled Student $213.50   $169.50

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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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