OBA Trusts and Estates Law PROGRAM | 1:30 PM to 5:00 PM (ET)

Although many clients tend to think about their succession planning at later phases in life, the reality is that every adult needs an estate plan that may also involve aspects of trust, family and/or property law. With each passing generation of people comes new challenges and considerations that differ from those of their predecessors. Two generations in particular, Millennials and Generation Z (“Gen Z”), stand out as having aspects of their lives that aren’t wholly addressed by our laws today. Statistics Canada defines Millennials (also known as Generation Y) as individuals born between 1981 and 1996 (ages 26 to 41) and Gen Z as individuals born between 1997 and 2012 (ages 9 to 25).

This program will consist of four panel-based discussions pertaining to topics that are relevant to succession planning for Millennials and Gen Z. It will provide unique perspectives from the legal, accounting, technology, wealth management and family office sectors. In this comprehensive program, you will gain insight into:

• Cool Tech, Cute Pets and Colossal Collections
• LGBTQ+ Perspectives in Family Sucession Planning
• Planning and Protecting Intergenerational Wealth Transfers
• Effectively Engaging Millenial and Gen Z Clients

PROGRAM CHAIR

Demetre Vasilounis, Fasken Martineau DuMoulin LLP

AGENDA

For more information, please view the full program agenda