Estate Planning – What Now?

Introduction by Carol Willes, MBA, LLM, TEP, FDFS™

Well, if we could all arrange to pass away before June 25^th that would be very tax efficient!  But that’s neither advisable nor desirable so we have to think about the post-budget estate planning realities.  Does it make sense to set up testamentary trust anymore?  Death is a large deemed disposition.  Should we consider realizing some gains along the way?  What has happened to the ability to make charitable donations on death? And what to do about the cottage? Find out more when you join us at the May 22 CE Summit.

You don't want to miss this national peer-to-peer discussion that will help you engage more confidently with your clients on emerging and existing planning issues related to the budget, retirement, cottage, trust and estate planning. This two part hybrid learning program also gives you access to a comprenhensive online course - available May 15. Register before this date to save with early-bird tuition fees and get the information you need to help your clients avoid knee-jerk reactions and give more confident advice.

Register now!

The Advanced Retirement & Estate Planning Course

• CHAPTER 1 APRIL 2024 BUDGET OVERVIEW: TAX CHANGES FOR 2024 AND BEYOND
• CHAPTER 2 THREE PILLARS OF RETIRMENT INCOME PLANNING
• CHAPTER 3 COTTAGE SUCCESSION PLANNING
• CHAPTER 4 INTRODUCTION TO TRUSTS
• CHAPTER 5 TRUST TAX FILING BASICS

Meet Your Instructors who will take the Virtual Stage with Evelyn Jacks on May 22!