Beyond Will and Estate Planning Essentials(Archived Video Stream) 

May 10, 2011
Toronto Online

ARCHIVED  VIDEO STREAM

This is the archived version of a program presented on May 10, 2011.  This will not become available until 2 weeks after the orginal program date.  To order this format please click on the "REGISTER NOW" button.   If you prefer another format for this program please choose from the listing on the right hand side.

Focus: This half-day program is an in-depth review of intermediate and advanced will and estate planning topics, including emerging practice issues and approaches to difficult drafting and planning situations. Experts in the field will share valuable insights and practical suggestions to assist you in helping your clients to meet their estate planning goals, while helping you to manage risk.


Highlights:

  • Assessing capacity and vulnerability
  • Mutual wills and difficult planning situations
  • Registered disability savings plans and related planning
  • Registered plan designations, insurance declarations and trusts
  • Business succession planning
  • Professionalism, profit and claims prevention practices

Program Chairs:
Joanna J. Ringrose,
Barrister and Solicitor  
Edward F. Olkovich,
Edward Olkovich Law Professional Corporation

Program is Sponsored by: ERAssure Logo

 

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    Other Formats Available
    Live in Person
    Live Webcast

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    Cost
    For 1 to 3 Participants
    CBA Member: $145*
    Non-Member: $185*

    For 4 or more Participants
    CBA Member: $195*
    Non-Member: $250*
    E-Materials included in the registration fee
    *plus applicable taxes

    Publication
    The materials for this program are available for purchase from our publications store oba.org/publications. To order this publication please click here.

 

CONTACT INFO

Ontario Bar Association
Tele: (416) 869-1047
Toll-free in Ontario
1-800-668-8900
E-Mail: registrations@oba.org
Web: www.oba.org