Strategic Thinking: Learn Succession Planning, Then Take Your Clients to Attorney School

Is succession planning an emerging issue for you and your clients? Are heirs properly prepared to become responsible and confident Powers of Attorney and Executors?

Most families are unfamiliar and uneducated in the area, leaving the important financial issues of a lifecycle to the most vulnerable moments in life, around the deathbed. Succession planning is a key component of financial education and for these reasons, Knowledge Bureau has partnered with Tradition Law LLP to present Attorney School, an educational opportunity for both advisors and their clients, being held in Toronto on November 29 and Vancouver on January 10.

Undertaking the role of Power of Attorney for a loved one can be overwhelming, especially if you don't know where to start. Prepare early by learning the 8 steps:

1. Stepping into the Role
2. The Do's
3. The Don'ts
4. Bookkeeping
5. Investing
6. Reporting
7. Compensation
8. Problem Solving

If you are an advisor, this will be an excellent event to attend with your clients to have them learn the eight-step process for doing the job of Power of Attorney. An online course can be taken after the class to consolidate knowledge, at the option of the attendee.

The objective is to come away from this workshop with guidance from the writers – top lawyers in the field who will answer your questions and help you understand your role better. The job is more complex than you think. You want to do the best possible job. You don’t want to break any rules along the way. Understand the process to best benefit your family by becoming better informed and becoming confident through the process.

Your Speakers
 

In Toronto:

Margaret O'Sullivan's practice involves all aspects of private client work, including estate planning; will and trust planning; incapacity planning; estate litigation; advising executors, trustees and beneficiaries and administration of estates and trusts. Margaret is recognized in Euromoney's Guide to the World's Leading Trusts and Estates Practitioners (2011 - 2013), in The International Who’s Who of Private Client Lawyers 2013, in The Canadian Legal LEXPERT Directory 2012 - 2013 as a leading practitioner in estate planning, and in The Best Lawyers in Canada 2013 – 2014. She is the recipient of the Ontario Bar Association’s 2013 Award of Excellence in Trusts and Estates Law. Prior to establishing an independent practice, Margaret was a partner in the Toronto office of the national Canadian law firm Stikeman Elliott where she directed its trusts and estates practice. She has practiced exclusively in the area of trusts and estates since 1983.

In Vancouver:

Sandra Enticknap practices in the area of estate and incapacity planning, estate litigation, charitable gift planning, and related matters.

She has been named in the Canadian Legal expert Directory of leading lawyers for Estate & Personal Tax Planning since 2007, and is recognized in Best Lawyers® in Canada for Corporate Law – Non-profit Foundations, and Trusts and Estates for 2013-2015. Sandra was also a 2010 nominee for the YWCA Women of Distinction award in the Business & Professions category.

Brendan Burns completed his articles with Miller Thomson in 2011 and remained with the firm as an associate in the Private Client Services and Corporate Commercial groups. His practice focuses on estate planning, estate administration, not-for-profit law and general business law.

Brendan has broad experience assisting and advising clients with their personal estate planning, including the preparation of wills, powers of attorney, representation agreements and trusts. Brendan also has experience in obtaining grants of probate, letters of administration and committeeship orders. He assists clients with general business matters, such as corporate reorganizations, purchases and sales of businesses, and corporate governance issues.

Early registration fees are $99 per attendee before October 31, $195 after October 31. To register, call Knowledge Bureau at 1-866-953-4769 or enrol online.