ONLINE MEETING: The Pros & Cons of Setting up a Family Trust - New Thinking
This meeting is being hosted by the Wills & Tursts - Victoria Section.
| Speaker(s): |
Derrold Norgaard, CPA, FCPA |
| Time: |
Tuesday, November 17, 2020, 12:30pm - 1:30pm (PT) |
| CPD Hours: |
1.00 hour |
Synopsis
Join Derrold Norgaard, CPA, FCPA, for an educational segment on how Accounting and Financial Advising can aid in your navigation when setting up a Family Trust. For most of his career, Derrold was a Tax Partner with KPMG before setting up his own wealth management and tax firm, NKPG Services Ltd. This seminar will focus on the accounting and financial advisory technicalities behind properly setting up and managing family trusts, which can get convoluted when proper financial planning is not implemented. Derrold will guide you through new thinking surrounding taxation, beneficiaries, transfer of wealth and the protection of assets upon setting up a family trust and how you can make the most educated decisions about your family assets and investments.
Territorial Acknowledgement
This event will be broadcast from the traditional and unceded territory of the Coast Salish peoples, including Tsleil-Waututh, Squamish and Musqueam First Nations. We encourage members to explore the rich history and knowledge of Indigenous people, and to continue learning about their experience in Canada past and present.
Webinar/Teleconference
Sections will solely be hosting webinar meetings until further notice. If you need assistance with the logistics of logging in to our meetings, please contact sections@cbabc.org.
Webinar instructions will be sent to your email that we have on file one day prior to this meeting date. These instructions will indicate when and how you should log in.
If you have not received instructions by days end one day prior, please email sections@cbabc.org.
Disclaimer
Please ensure to sign-in with your full name at the meeting will result in de-registration. CBABC requires this as a record to confirm your attendance for this meeting for your CPD reporting (if applicable).
