The Good, The Bad, & The Ugly: New Laws Affecting Estate Planning and Estates
September 23, 2014 (11:30 AM - 1:00 PM)
(PDT)
Description
Come out to this informative seminar on wealth preservation and estate planning with Rose Shawlee of Richards Buell Sutton LLP. The seminar will cover:
Basic Estate Planning Tools
Wills
Powers of Attorney
Representation Agreements
Focused Planning
Charitable Giving - Insurance, Bequests, and Designations
Inter Vivos Trusts
Business Planning - Estate Freezes
Changes in the Law
Wills, Estates and Succession Act (March 31, 2014)
Joint Assets
Family Law Act (March 18, 2013)
Family Law Agreements
Testamentary Tax Rates
About the Presenter: Rose Shawlee is part of the Richards Buell Sutton Wealth Preservation Group where her practice is primarily focused on assisting families and businesses with their planning, estate, and business needs. She is committed to ensuring that she not only works with the law, but that the law itself works. She is therefore on the Canadian Bar Association BC Branch's committee for Legislation & Law Reform, on its Elder Law Section executive committee, and a course instructor for the new Wills, Estates and Succession Act.
Additional Info
Pricing Members: Included in your membership.
Non-Members: $20
**Please note. As of January 1, 2013, a $10 no-show fee will be charged to members who register for free events and then do not attend. Space is limited at events and we require accurate numbers to determine seating, food, beverages, etc. 48 hours is required for all cancellations, fee is also applied to last minute registrants who fail to call/show.