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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
Firm Broadcast License
A firm broadcast license allows firms or organizations to purchase an on-demand program for viewing as a group at a significantly discounted per person fee. Firm broadcast licenses are purchased by a facilitator who will receive access and is granted permission to broadcast the on-demand program for the pre-selected number of viewers. The facilitator may download and distribute program materials to viewers.
The on-demand program must be viewed by all viewers in the same location and at the same time. Access to the on-demand program (recording(s) and materials) will be available on the facilitator’s LESA.org account for one month after purchase.
For payment, cancellation, transfer, group discount, and firm broadcast policies, click here.
$95.00