Estates and Trusts Materials
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Estate Planning 2024
Original Broadcast Date: January 31, 2024
Materials pricing: $110 plus GST $5.50 totalling $115.50
Program Overview: The legal landscape for estate planners is evolving. The issues involved in preparing for the future have become more diverse and complex than ever before. This program will keep you current on some of the most recent developments and challenges faced by estate planners today, bringing together leading experts on estate planning and taxation issues to provide you with practical, current advice.
You will gain a solid understanding of evolving issues and discuss potential approaches and opportunities to structure and implement estate plans that meet your clients’ needs. You will leave with an up-to-date awareness of important developments in this area and how to successfully put them to work in your practice.
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Tax and Succession Planning for the Family Business 2023
Original Broadcast Date: November 21 & 22, 2023
Materials pricing: $160 plus GST $8.00 totalling $168.00
Program Overview: The family business structure is the form of enterprise for the vast majority of businesses operating in Canada. As demographics continue to shift, the focus on effective tax and succession planning will be paramount for owners and families alike. Compounded by a changing legal and financial landscape, it is essential for professionals and operators in this area to remain on top of the many challenges and issues faced by family businesses today.
This program focuses on technical and complex issues relating to the protection and transfer of wealth in family business situations. Our expert faculty will equip you with practical and effective strategies you can directly apply in your practice. You will learn the best planning techniques and structures that best preserve wealth and protect family interests in the face of an unstable market, impending succession, resultant taxes and other complicated family dynamics.
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Trusts 2023
Original Broadcast Date: June 28, 2023
Materials pricing: $110 plus GST $5.50 totalling $115.50
Program Overview: Trusts are an important planning tool; however, the complex nature of trusts law and its continual evolution pose a challenge for even experienced professionals. In order to effectively utilize this tool and successfully navigate the intricate arena of trusts law, it is essential to keep up to date on changes in the law, current issues, and emerging planning techniques.
This program assembles leaders in the fields of trusts and taxation to update you on recent developments in the law and key challenges facing practitioners today, and to provide you with current and emerging planning techniques, practice tips and practical solutions to your clients’ most pressing issues. You will gain a solid understanding of important planning considerations, potential pitfalls and the techniques and structures currently available to best address your clients’ unique circumstances and set them up for success.
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International Issues in Tax and Estate Planning 2023
Original Broadcast Date: May 10, 2023
Materials pricing: $100 plus GST $5.00 totalling $105.00
Program Overview: The structure of Canadian families and businesses is becoming more complex and diverse than ever before, and increasingly clients present with assets and beneficiaries located worldwide. Inefficient planning can be disastrous for clients, and practitioners must ensure they stay on top of the best practices and changes in this field. Give your clients peace of mind and security by learning to navigate planning methods and issues that arise when dealing with multiple jurisdictions.
This conference will keep you current on some of the most pressing developments and challenges faced by planners today, bringing together leading experts on estate planning, wealth management and taxation issues to provide you with practical, current advice for addressing the many challenges that arise when clients’ assets and beneficiaries are dispersed across multiple jurisdictions. Our expert faculty will provide you with practical planning tools and strategies that you can immediately apply to your practice. You will gain a solid understanding of essential issues and discuss the potential concerns that may arise from time-to-time.
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Estate Administration: Thoughtful Solutions for Complex Scenarios (2023)
Original Broadcast Date: January 19, 2023
Materials pricing: $125 plus GST $6.25 totalling $131.25
Program Overview: The administration of wills and estates is an increasingly complex area of law, and disputes can be time consuming and emotionally and financially draining for all involved. To best serve and protect your clients’ wishes, it is imperative that all those involved in estate planning and administration stay current on the most troubling issues facing administrators today, and how best to navigate them.
This program assembles a faculty of leading experts in the field who will examine some of the most challenging issues arising in estate administration today, and provide you with techniques to effectively avoid these problems where possible, as well as best practices and advice to address the issues if and when they do arise.
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Trusts 2022
Original Broadcast Date: June 2, 2022
Material pricing: $110 plus GST $5.50 totalling $115.50
Program Overview: Trusts are an important planning tool; however, the complex nature of trusts law and its continual evolution pose a challenge for even experienced professionals. In order to effectively utilize this tool and successfully navigate the intricate arena of trusts law, it is essential to keep up to date on changes in the law, current issues, and emerging planning techniques.
This program assembles leaders in the fields of trusts and taxation to update you on recent developments in the law and key challenges facing practitioners today, and to provide you with current and emerging planning techniques, practice tips and practical solutions to your clients’ most pressing issues. You will gain a solid understanding of important planning considerations, potential pitfalls and the techniques and structures currently available to best address your clients’ unique circumstances and set them up for success.
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Estate Planning 2022
Original Broadcast Date: January 28, 2022
Material pricing: $165 plus GST $8.25 totalling $173.25
Program Overview: The legal landscape for estate planners is evolving. The issues involved in preparing for the future have become more diverse and complex than ever before. This program will keep you current on some of the most recent developments and challenges faced by estate planners today, bringing together leading experts on estate planning and taxation issues to provide you with practical, current advice.
You will gain a solid understanding of evolving issues and discuss potential approaches and opportunities to structure and implement estate plans that meet your clients’ needs. You will leave with an up-to-date awareness of important developments in this area and how to successfully put them to work in your practice.
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Tax and Succession Planning for the Family Business 2021
Original Broadcast Date: November 22 & 23, 2021
Materials pricing: $150 plus GST $7.50 totalling $157.50
Program Overview: The family business structure is the main form of enterprise for the vast majority of businesses operating in Canada. As demographics shift, the focus on effective tax and succession planning will be paramount for owners and families alike. Compounded by a shifting legal and financial landscape, it is essential for professionals and operators in this area to remain on top of the many challenges and issues faced by family business today.
This program focuses on technical and complex issues relating to the protection and transfer of wealth in family business situations, with an emphasis on the unprecedented circumstances we find ourselves in. Our expert faculty will equip you with practical and effective strategies you can directly utilize in your practice. You will learn the best planning techniques and structures that best preserve wealth and protect family interests in the face of an unstable market, impending succession, resultant taxes and other complicated family dynamics.
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Estate Litigation (2021)
Original Broadcast Date: October 21, 2021
Materials pricing: $130 plus GST $6.50 totalling $136.50
Program Overview: The planning and administration of wills and estates is an increasingly complex area of law, and disputes can be emotionally and financially draining for all involved. Unfortunately, estate litigation is on the rise and certain topics and issues seem to come up repeatedly. To best serve and protect your clients’ wishes, it is imperative that all those involved in estate planning and dispute resolution stay current on the most contentious issues facing practitioners today, and how best to avoid and address them.
This program assembles a faculty of leading experts in the field who will examine the most commonly litigated estates issues and provide you with planning techniques to effectively avoid these problems at the outset, as well as best practices and advice to address the issues if and when they do arise.
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Trusts 2021: The Well-Advised Trustee
Original Broadcast Date: June 17, 2021
Material pricing: $110 plus GST $5.50 totalling $115.50
Program Overview: When establishing a trust, the settlor or will-maker must carefully decide who will act as trustee. It is then incumbent on the advising practitioner to ensure that the trust deed sets the chosen trustee up for success. A proactively drafted trust will prepare the trustee to handle any challenges they face while carrying out their duties, while also protecting the beneficiaries during any trustee or trust transitions that may occur. Throughout the life cycle of the trust, a well-advised trustee will be able to efficiently manage the trust property, diligently carry out the settlor’s wishes, dutifully report to the beneficiaries, and confidently make difficult decisions.
This program will ensure that practitioners are well positioned to advise the trustee at all stages of the trust’s life cycle. Our expert faculty will leave delegates with important insights and practical advice, applicable to those drafting wills and trusts, advising trustees during the lifetime of the trust, and acting as trustees.
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Cross-Border Estate Planning (2021)
Original Broadcast Date: April 16, 2021
Material pricing: $90 plus GST $4.50 totalling $94.50
Program Overview: The structure of Canadian families and businesses is becoming more complex and diverse than ever before, and clients increasingly present with assets and beneficiaries located worldwide. Inefficient planning can be disastrous for clients, and practitioners must stay on top of the best practices and changes in this field. Give your clients peace of mind and security by learning to navigate planning methods and issues that arise when dealing with multiple jurisdictions.
This conference will keep you current on some of the most pressing developments and challenges faced by planners today. Bringing together leading experts on estate planning, wealth management and taxation issues, it will provide you with practical, current advice for addressing the many challenges that arise when clients’ assets and beneficiaries are dispersed across multiple jurisdictions. Our expert faculty will provide you with practical planning tools and strategies that you can immediately apply to your practice. You will gain a solid understanding of essential issues and discuss concerns that may arise in your practice.
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First Nation Community Trusts (2021)
Original Broadcast Date: February 26, 2021
Material pricing: $90 plus GST $4.50 totalling $94.50
Program Overview: Trusts can be effective tools for the creation and protection of strong sustainable. First Nation communities. However, First Nation trusts present administrative and fiduciary complexities not found in ordinary or commercial trusts. In order to yield their potential economic and social community benefits, they must property structured and prudently managed.
This forum assembles an expert faculty who will discuss fundamental issues in the development, operation and management of First nation trusts, and share practical information and advice on key concerns. Delegates will leave with a solid grasp of the best practices, practical advice and necessary tools for creating and managing successful trusts.
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Administering Estates in Uncertain Times (2021)
Original Broadcast Date: January 29, 2021
Material pricing: $130 plus GST $6.50 totalling $136.50
Program Overview: The administration of wills and estates is an increasingly complex area of law, and disputes can be time consuming and emotionally and financially draining for all involved. in these uncertain times, the issues can be complicated and amplified. To best serve and protect your clients’ wishes , it is imperative that all those involved in estate planning and administration stay current on the most troubling issues facing administrators today, and how best to navigate them.
This program assembles a faculty of leading experts in the field who will examine some of the most challenging issues arising in estate administration today, and provide you with techniques to effectively avoid these problems where possible, as well as best practices and advice to address the issues if and when they do arise.
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Tax and Succession Planning for the Family Business: Protecting Your Investments in Challenging Times (2020)
Original Broadcast Date: November 27, 2020
Material pricing: $130 plus GST $6.50 totalling $136.50
Program Overview: The family business structure is the main form of enterprise for the vast majority of businesses operation in Canada, and practical and financial impacts of the COVID-19 crisis continue to have profound and far reaching effects o their operation and sustainability. Family businesses of all sizes need to carefully evaluate their circumstances and take steps to ensure they are in the strongest possible position moving forward. As demographics and the business landscape continue to shift, the focus on effective tax and succession planning will be paramount for owners and families alike, and it is more essential than ever for professionals and operators in this area to remain on top of the many challenges and issues faced by family businesses today.
This program focuses on technical and complex issues relating to the protection and transfer of wealth in family business situations, with an emphasis on the unprecedented circumstances we find ourselves in. Our expert faculty will take you through the impacts of the pandemic on family business and equip you with practical and effective strategies you can directly utilize in your practice. You will learn the best planning techniques and structures that best preserve wealth and protect family interests in the face of an unstable market, impending succession, resultant taxes and other complicated family dynamics.
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Elder Law (2020)
Original Broadcast Date: November 3, 2020
Material pricing: $110 plus GST $5.50 totalling $115.50
Program Overview: Rapidly changing demographics in Canada are increasing demand for legal and professional services specific to aging clients and their family members. This evolving are of law presents new issues and challenges for lawyers, financial professionals, and support persons who care for or interact with the elderly. It is imperative that these advisors and network members stay ahead of the curve on the issues most commonly faced by the elderly.
PBLI’s one day program on advising the aging and their caregivers will provide you with the tools you need to navigate this developing area. Our multidisciplinary panel of experts will update you on the current state of the law as well as developing trends and upcoming legislative changes, and will equip you with constructive advice and best practices.
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Using Trusts Effectively (2020)
Original Broadcast Date: June 3, 2020
Material pricing: $110 plus GST $5.50 totalling $115.50
Program Overview: Trusts are an important planning tool; however, the complex nature of trusts law and its continual evolution pose a challenge for even experienced professionals. In order to effectively utilize this tool and successfully navigate the intricate arena of trusts law, it is essential to keep up to date on changes in the law, current issues, and emerging planning techniques.
This program assembles leaders in the fields of trusts and taxation to update you on recent developments in the law and key challenges facing practitioners today, and to provide you with current and emerging planning techniques, practice tips and practical solutions to your clients’ most pressing issues. You will gain a solid understanding in important planning considerations, potential pitfalls and the techniques and structures currently available to best address your clients’ unique circumstances and set them up for success.
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Grey Divorce and Planning for the Future (2020)
Original Broadcast Date: April 21, 2020
Material pricing: $200 plus GST $10.00 totalling $210.00
Program Overview: The number of people aged 55 and over who are getting divorced is exploding. Unique considerations must be taken into account when a divorcing couple is unable to rely on decades of future earnings to pay for a costly divorce. Lawyers and family advisors must prepare to meet these new challenges by providing timely and relevant advice. It is essential that practitioners have an understanding of how to advise their clients on family law matters as well as estate matters: support obligations from prior marriages may need to be reviewed, family businesses may be affected, and estate plans may need to be reconsidered in light of a late divorce.
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Estate Planning: The Tricky Issues (2020)
Original Broadcast Date: January 30, 2020
Material pricing: $185 plus GST $9.25 totalling $194.25
Program Overview: The legal landscape for estate planners is evolving. The issues involved in preparing for the future have become more diverse and complex than ever before. This program will keep you current on some of the most recent developments and challenges faced by estate planners today, brining together leading experts on estate planning and taxation issues to provide you with practical, current advice.
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Critical Issues in the Use of Trusts (2019)
Original Broadcast Date: June 13, 2019
Material pricing: $250 plus ST $12.50 totalling $262.50
Program Overview: Trusts are a complex and evolving area of law. Although planning opportunities abound, so too do potential pitfalls and occasions for errors or disputes to arise. In order to property navigate this challenging area and provide your clients with the most practical and beneficial advice, it is important to stay abreast of the latest developments in practice and planning techniques.
This forum assembles a faculty of leading practitioners to guide you through the thorny world of trusts. They will examine the broad range of planning opportunities that trusts provide, as well as a number of the difficult issues that can arise along the way. You will learn about current issues in trusts practice, as well as recent changes in the law. You will take away best practices for advising your clients in this complicated area and what to know to avoid many of the concerns practitioners face.
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Cross-Boarder Estate Planning (2019)
Original Broadcast Date: March 6, 2019
Material pricing: $180 plus GST $9.00 totalling $189.00
Program Overview: The structure of Canadian families and businesses are becoming more complex and diverse than ever before, and clients increasingly present with assets and beneficiaries located worldwide. Inefficient planning can be disastrous for clients, and practitioners must stay on top of the best practices and changes in this field. Give your clients peace of mind and security by learning to navigate planning methods and issues that arise when dealing with multiple jurisdictions.
This conference will keep you current on some of the most pressing developments and challenges faced by planners today, bringing together leading experts on estate planning, wealth management and taxation issues to provide you with practical, current advice for addressing the many challenges that arise when clients’ assets and beneficiaries are dispersed across multiple jurisdictions. Our expert faculty will provide you with practical planning tools and strategies that you can immediately apply to your practice. You will gain a solid understanding of essential issues and discuss the potential concerns that may arise from time-to-time.
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Tax and Succession Planning for the Family Business (2019)
Original Broadcast Date: October 23 & 24, 2019
Material pricing: $185 plus GST $9.25 totalling $194.25
Program Overview: The family business structure is the main form of enterprise for the vast majority of businesses operating in Canada. As demographics shift, the focus on effective tax and succession planning will be paramount for owners and families alike. Compounded by a shifting legal and financial landscape, it is essential for professionals and operators in this area to remain on top of the many challenges and issues faced by family businesses today.
This program focuses on technical and complex issues relating to the protection and transfer of wealth in family business situations. Our expert faculty will take you through the impact of new case law, legislation and CRA pronouncements, as well as equip you with practical and effective strategies you can directly utilize in your practice. You will learn the planning techniques and structures that best preserve wealth and protect family interests in the face of an unstable market, impending succession, resultant taxes and other complicated family dynamics.
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Contentious Issues in Estate Administration (2019)
Original Broadcast Date: January 29, 2019
Material pricing: $225 plus GST $12.75 totalling $267.75
Program Overview: The administration of wills and estates is an increasingly complex area of law, and dispute can be time-consuming and emotionally and financially draining for all involved. Unfortunately, estate litigation is on the rise and certain topics and issues seem to come up repeatedly. To best serve and protect your clients’ wishes, it is imperative that all those involved in estate administration stay current on the most contentious issues facing administrators today, and how best to avoid and address them.
This program assembles a faculty of leading experts in the field who will examine the most commonly arising areas of contention in administering estates, and provide you with techniques to effectively avoid these problems, as well as best practices and advice to address the issues if and when they do arise.