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

Pan Pacific Hotel

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Courses - Webinar

Start Date & Time

2026-05-14 9:00 AM

End Date & Time

2026-05-14 4:00 PM

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Format

Courses - Rebroadcast

Start Date & Time

2026-07-15

End Date & Time

2026-07-15 12:00 PM

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Courses - Rebroadcast

Start Date & Time

2026-07-22

End Date & Time

2026-07-22 12:00 PM

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DescriptionMore DetailAgenda

Estate planning and beyond

Thursday, May 14, 2026
9:00 am – 4:00 pm
Pan Pacific Hotel, 999 Canada Place, Vancouver
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?
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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

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.

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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

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

About the Course Chair
Cheyenne Reese assists clients with tax, estate and trust planning. Cheyenne received her JD from the University of Victoria in 2005 and her Masters of Law Degree in International Taxation from New York University in 2006. As a result, a major part of her practice is related to cross border US/Canada transactions and estate planning, including estate, gift, and generation skipping tax issues. In addition, Cheyenne advises US citizens and green card holders regarding US tax compliance and the US expatriation tax rules.

Cheyenne was called to the BC bar in 2007 and has been at Legacy Tax + Trust Lawyers since that time, becoming a principal in 2013. She presents often on cross-border tax and estate planning issues. Cheyenne was named 2022 Lawyer of the Year in Vancouver for her expertise in Tax Law and 2023 Lawyer of the Year in Vancouver for her expertise in Estate Planning by The Best Lawyers in Canada.

Cheyenne is a member of STEP, a board member of STEP Vancouver, and an ACTEC International Fellow and State Chair (Western Canada).

Faculty
Deena Chochinov — Director, Family Office, KPMG, Vancouver
Cody Kessler — Legacy Tax + Trust Lawyers, Vancouver
Ingrid M. Tsui — Alexander Holburn Beaudin + Lang LLP, Vancouver
Amanda N. Winters — Scion Law LLP, Vancouver
Tamara Wong — Borden Ladner Gervais LLP, Vancouver

Course Materials Contributor
Christy Tang — Alexander Holburn Beaudin + Lang LLP, Vancouver

Click here for full faculty bios

Course Introduction and Land Acknowledgement (9:00 – 9:10)

Nadia Myerthall — Program Lawyer, CLEBC, Vancouver
Cheyenne J.H. Reese — Legacy Tax + Trust Lawyers, Vancouver

Estate Planning Tools and Techniques (9:10 – 10:15)

wills and multiple wills
other estate planning tools
alter ego/joint partner trusts
other inter vivos trust planning
planning for incapacity

Tamara Wong — Borden Ladner Gervais LLP, Vancouver

Tax Planning for Family Succession—Freezes, Trusts, and Traps (10:15 – 11:20)

why plan (not just to pay the lawyer)
freezes for inter-generational planning
family trusts in the freeze context and 21-year deemed disposition planning
real estate taxes and disclosure requirements
potpourri of practice tips and traps: compliance, integration with other planning, and health checks

Cody Kessler — Legacy Tax + Trust Lawyers, Vancouver

BREAK (11:20 – 11:35)

Joint Tenancies (11:35 – 12:35)

how to create a joint tenancy
benefits of joint tenancies
filing considerations affecting joint tenancies (including real property and trusts, such as bare trusts)
risks and traps of joint tenancies: overcoming unexpected outcomes

Ingrid M. Tsui — Alexander Holburn Beaudin + Lang LLP, Vancouver

NETWORKING LUNCH (provided to in-person registrants) (12:35 – 1:35)

Navigating Estate Planning Conversations with Your Family Enterprise Clients (1:35 – 2:35)

understanding the family enterprise context, with an overview of current trends and challenges shaping the sector and their implications for estate and succession planning
surfacing the family's underlying governance goals, values, and concerns that may not be explicitly stated
strategic advice and practical tools for leading effective conversations that are often challenging, emotional, or complex
the importance of a multi-disciplinary approach, and how collaborating with other advisors helps clients see the full picture of legal, financial, tax, and family considerations in their estate planning

Deena Chochinov — Director, Family Office, KPMG, Vancouver

BREAK (2:35 – 2:50)

The Intersection Between Family Law and Family Enterprise Wealth Preservation (2:50 – 3:55)

the breakdown of spousal relationships and the resultant challenges for the family enterprise
- corporate interests
- trust interests
using domestic agreements to protect the family enterprise
shareholders agreements as a means of managing risk

Amanda N. Winters — Scion Law LLP, Vancouver

Concluding Remarks (3:55 – 4:00)

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

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Wealth Preservation and Succession for the Family Enterprise 2026

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