CPD 361 – Estate Planning: Issues New and Old

The recorded version of this seminar qualifies for 3.75 CPD hours and .5 Ethics.

This seminar addresses both common and complex or evolving estate planning issues. Three sessions are included:

• Estate Planning for Blended Families
• Estate Donations: Seven Years Later
• Common (and Uncommon) Issues in Estate Planning, which covers:
  • Executor and trustee remunerations,
  • Role of a professional executor,
  • Referring an estate matter to a trust company,
  • Estate planning and The Indian Act, and
  • The litigator’s point of view