Best Strategies to Bulletproof an Estate Plan, AnswerConnect Available November 4, 2021

$375.00
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ACEP21-11J3

Business owners are regularly in need of succession planning and estate planning guidance. With the Covid pandemic, many business owners have decided to review their wills and corporate structure to make sure their estate plan is up to date.

As clients are getting older, and considering the ongoing legislative changes, new questions arise such as the following:

Topics include:

-        Do I still need a family trust?

-        Are the provisions of my family trust in line with my wishes expressed in my will?

-        How to make sure my estate plan is fair for all my children?

-        How to prevent family conflicts knowing that my children do not agree with my estate plan?

-        Will the 21st anniversary of the family trust be a disaster?

-        Is it time for an estate freeze or a refreeze?

-        What will happen with my business and assets if I lose capacity?

-        What are the available tax planning strategies I should be considering now?

 

Join Caroline Rhéaume, author of Strategic Use of Trusts in Tax and Estate Planning for a practical overview of the most important considerations impacting tax and estate planning strategies and learn how to bulletproof your clients’ estate plan! Client situations and short cases will be used to illustrate the issues and solutions.

This webinar will explore tax and legal considerations, recent legislative changes (such as TOSI), technical interpretations and jurisprudence affecting estate planning. Caroline will also discuss how to avoid the common pitfalls when doing an estate plan and provide you with a step-by-step process so that you can bulletproof your clients’ estate plan.

 

Target Audience:

This webinar will be of most interest to tax practitioners, lawyers and accountants (practicing independently or in small to medium sized firms) but may also be useful to financial planners working in financial institutions or wealth management firms, and other service professionals who want to take their practice to another level.

Professional Development Credits:

Wolters Kluwer professional development programs are designed to meet the continuing education requirements of a variety of professional associations. These requirements do vary by association and region. Please consult your provincial association to ensure this webinar meets the continuing professional development standards for your specific situation.

Registrations for each Live Webinar are available until the start of each program. We reserve the right to substitute speakers in the case of instructor illness. In the event that we must cancel a Live Webinar, all registrants will be notified immediately and given the opportunity to either transfer their registration to another Live Webinar or a Recorded Webinar or obtain a refund. Partial credit will not be awarded for attendees that are not present for the entirety of the Live Webinar. Credit will not be awarded if an attendee does not answer all of the polling questions (where applicable). Additional credit will not be awarded due to the instructor presenting over the allotted time.

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FormatRecorded Webinar