Legacy Planning for Business Owners

Presented by the CBA Alberta Business Law South Section

On Demand. Originally presented on May 15, 2025.

A Key Opportunity for Lawyers- For lawyers, guiding business owners through legacy planning is an opportunity to help clients protect their life's work and secure their vision for the future. Legacy planning involves more than just succession—it requires a strategic approach to business continuity, asset protection, and the legal complexities of transferring ownership or wealth. As a trusted legal advisor, you can offer tailored solutions to preserve your clients' values while navigating intricate tax, governance, and estate considerations. Position yourself as a vital partner in shaping enduring legacies and strengthening your client relationships.

SPEAKER

Isabelle Cadotte (Regional Director, Scotiatrust - Western Canada)

HOW TO ACCESS VIDEO OR MATERIALS:

• Click the PURCHASE button on the right side of the page. Submit your registration.
• Click the Video Tab or the Materials/Paper Tab on this page
• Ensure you are logged in
   

CONTINUING PROFESSIONAL DEVELOPMENT

Meeting your annual CPD requirements is easy with CBA Alberta’s Sections. Learn more about how to include this Section meeting in the annual CPD Plan that you submit to the Law Society of Alberta.

MEETING PRICE

Full Subscribers: No charge | Webcast subscribers: No charge | On-Demand Subscribers: No charge | Non-Section Subscribers: $15.00 | CBA Law Student Members: No charge
Payment can be made online via Mastercard or Visa or by cheque (GST #R100760487)

Participant Disclaimer
All materials related to this event are for the sole use of the registrant, and may not be copied, reproduced, uploaded, posted, publicly displayed, translated, distributed, shared, modified, made available on a network or other website, used to create derivative works or transmitted in any form or by any means whatsoever without the prior express written permission of the Canadian Bar Association.

Once payment has been processed for an on-demand event there will be no refund issued. Section subscriptions are non-transferrable, nor are substitutions permitted at meetings. You must be a current national CBA member to access this material.