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
- Charitable Giving - Insurance, Bequests, and Designations
- Inter Vivos Trusts
- Business Planning - Estate Freezes
- Wills, Estates and Succession Act (March 31, 2014)
- Joint Assets
- Family Law Act (March 18, 2013)
- Family Law Agreements
- Testamentary Tax Rates
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.
Pricing
Members: Included in your membership.
Non-Members: $20
First event? Feeling shy?
REQUEST AN AMBASSADOR
**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.
Members: Included in your membership.
Non-Members: $20
First event? Feeling shy?
REQUEST AN AMBASSADOR
**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.
September 23, 2014 (11:30 AM - 1:00 PM)
(PDT)
Tuesday, September 23, 2014
11:30AM - 1:00PM
11:30AM - 1:00PM
Categories
Tri-Cities Chamber
Tri-Cities Chamber
Registered Guests
12
12
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