Online Store

Wealth Preservation and Succession for the Family Enterprise 2026







Product Type: Course

Format
Courses - In-Person
Start Date & Time
2026-05-14 9:00 AM
End Date & Time
2026-05-14 4:00 PM
Location
Vancouver location TBA

Add to Cart

Format
Courses - Webinar
Start Date & Time
2026-05-14 9:00 AM
End Date & Time
2026-05-14 4:00 PM
Online Provider
.

Add to Cart

Format
Courses - Rebroadcast
Start Date & Time
2026-07-15
End Date & Time
2026-07-15 12:00 PM
Online Provider
.

Add to Cart

Format
Courses - Rebroadcast
Start Date & Time
2026-07-22
End Date & Time
2026-07-22 12:00 PM
Online Provider
.

Add to Cart

Continue Shopping


DescriptionMore DetailAgenda

Estate planning and beyond

Thursday, May 14, 2026
9:00 am – 4:00 pm
Vancouver location TBA
or attend via webinar

—Rebroadcasts—
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.

Summer Series 2026
Wednesday, July 15, 2026
Wednesday, July 22, 2026

Can't make the webinar or rebroadcasts?
Want online CPD available 24/7?
Subscribe to Courses On Demand, our comprehensive online resource with 4,000+ videos and 6,300+ papers from CLEBC courses. This course will be added to Courses on Demand approximately 30 days from the original course date.

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.

After taking this course, 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 estate planning conversations with family enterprise clients
  • gain knowledge of the intersection between family law and family enterprise wealth preservation

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
Summer Series 2026 EARLY BIRD 
Register by June 15/26		 Regular Price
After June 15/26
Rebroadcast $509 $579
Rebroadcast Articled Student $289 $289

*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.

Unable to attend a course without financial assistance from CLEBC?
Click here for bursary information.

Want to register for a course now, but prefer a monthly payment plan?
Check out our Easy Pay Plan. 

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

Add to Cart



Continue Shopping

Cancel