Estate Planning for the Average Wealth Client Program Materials

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$45.00$183.75

This program explores effective estate planning strategies for average wealth clients. It includes a discussion of 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. It also provides tips for navigating risk management issues in estate planning and managing client expectations.

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This program explores effective estate planning strategies for average wealth clients. It includes a discussion of 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. It also provides tips for navigating risk management issues in estate planning and managing client expectations.

Running Time: 4 hours, 3 minutes
Running Date: … Read More

$245.00

This paper provides considerations and suggestions for estate planning when a client has a dependent adult child. It includes a discussion of family maintenance and support provisions and registered disability savings plans, and highlights various forms of trusts, including AISH compliant trusts and group trusts. The paper includes sample provisions related to AISH trusts, RRSPs, RDSPs, and guardianship of a dependent adult child.

This paper is part of a collection presented at LESA’s Estate … Read More

$45.00

Estate practitioners have a variety of planning tools to assist them in creating estate plans that are well-suited to each client. This paper highlights a number of those tools available to estate practitioners, including beneficiary designations, spousal trusts, basic testamentary trusts, discretionary family trusts, alter ego and joint spousal trusts, and inter vivos discretionary family trusts..

This paper is part of a collection presented at LESA’s Estate Planning for the Average Wealth … Read More

$65.00

This paper addresses practice and risk management issues in estate planning. It discusses the duties of a lawyer in an estate planning file, including identifying capacity, taking instructions and advising the client, drafting the document, executing the document, and closing the file. It also provides tips to avoid or minimize complaints and highlights common sources of claims against estate practitioners.

This paper is part of a collection presented at LESA’s Estate Planning for the Average … Read More

$65.00

This paper examines estate and tax planning issues that can arise in complex family situations. It discusses maintenance and support provisions in the Wills and Succession Act and case law, including a testator’s legal and moral obligations to family members. The paper also identifies strategies for reducing will challenges, such as marriage agreements with spouses, communications with family members, forfeiture clauses in wills, testamentary spouse trusts, alter ego trusts, and joint tenancy … Read More

$65.00

This paper discusses charitable gifts in estate plans. It highlights a number of considerations for practitioners to address when planning for charitable gifts, including identifying the recipient, the type of property, who is making the gift, and when the gift will be made. The paper also provides suggestions for dealing with usual assets in estate planning, such as digital assets, genetic material, and pets.

This paper is part of a collection presented at LESA’s Estate Planning for the … Read More

$45.00

This paper highlights the importance of discussing and properly preparing enduring powers of attorney, personal directives, supported decision-making authorizations, and Canada Revenue Agency authorizations in estate planning. It examines the applicable legislation for each document and provides drafting considerations for preparing these documents.

This paper is part of a collection presented at LESA’s Estate Planning for the Average Wealth Client program in Edmonton on November 29, 2017 and … Read More

$45.00