Wealth Preservation and Succession for the Family Enterprise 2023

Product Type: Course

Courses - In-Person
Start Date & Time
2023-06-07 9:00 AM
End Date & Time
2023-06-07 4:00 PM
Vancouver location TBA

Courses - Webinar
Start Date & Time
2023-06-07 9:00 AM
End Date & Time
2023-06-07 4:00 PM
Online Provider

DescriptionMore DetailAgenda

Estate planning and beyond

Wednesday, June 7, 2023
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 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)

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

Register by May 10/23
Regular Price
After May 10/23
In-person* $582   $533 $639   $582
In-person Articled Student $364.50   $335 $364.50   $336
Webinar $492   $443 $549   $492
Webinar Articled Student $274.50   $246 $274.50   $246

*Please note: The in-person session is dependant on a minimum number of registrants and may not be confirmed until 4 weeks before the course date.

Are you an Indigenous lawyer or community member?
Click here for special pricing.

Do you need financial assistance?
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Experiencing financial hardship due to COVID-19?
You may be eligible for further reductions in our course prices.
Please contact Customer Service for more information.

Registration includes an electronic copy of the reference materials and lunch for
in-person registration.

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CLEBC Program Lawyer*
Nadia Myerthall

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