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.
Cheyenne J.H. Reese — Legacy Tax + Trust Lawyers, Vancouver
|Last Kick at the Can 2023
|Rebroadcast Articled Student
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