SKU: OC-62066-GPP
About
Faculty
About
Explore effective estate planning strategies for average wealth clients. Discuss using trusts and beneficiary designations, planning for dependent children and complex family situations, dealing with charitable gifts and unusual assets, and preparing personal directives and powers of attorney. Learn tips for navigating risk management issues in estate planning and managing client expectations.
This on-demand program was originally presented as an in-person program in November 2017.
Total running time is 4 hours, 3 minutes.
Faculty
Chair
Robert Mendenhall, Richardson GMP Limited
Presenters
Sylvia A. Carruthers, Sylvia A. Carruthers, Barrister & Solicitor
Mandy L. England, Dentons Canada LLP
Michael Klaray, Duncan Craig LLP
Jason Stephan, CA Tax Law
Shelley E. Waite, McLeod Law LLP
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Viewing of this on-demand program is restricted to the account holder only. For multiple viewers, please contact [email protected] for group pricing. Following your purchase, access the content through your LESA.org account in ‘My Classroom’.
