Wills and Estate Planning: Top Tips and Traps (Recording) 

Dec. 13, 2011
Online

Presented by the CBA's National Wills, Estates and Trusts Section

Our expert panel will provide an essential guide to the top tips and traps of estate planning. This program will provide you with critical information to help avoid common pitfalls and provide effective and seamless service to your estate clients. You don't want to miss it. Topics to be covered include: 

  • Using trusts for tax planning
  • Tips and traps with beneficiary designations
  • The perils and benefits of jointly-held property
  • Top drafting do's and don'ts
  • Dealing with all the "what if's"
  • U.S. estate and gift tax
  • Probate fees: the tail wagging the dog


Speakers:
Maria Elena Hoffstein, B.A., M.A., LL.B., Fasken Martineau
Wendy Templeton, B.A., LL.B., CFP, Templeton Law

 

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    FORMAT
    Recording

    COST
    CBA members: $125 
    Non-members: $250 
    Plus applicable taxes

    MEMBER GROUP RATE
    $1,500 
    Plus applicable taxes

 

CONTACT INFO

pd@cba.org 
613-237-2925; 1-800-267-8860 

FAQ & Cancellation