Advanced Issues in Estate Planning: Key Considerations for Unique Assets 

Mar. 26, 2025
ON

OBA Trusts & Estates Law PROGRAM | 12:00 PM to 1:30 PM (ET)

Careful consideration of the particularities of  your client’s assets is essential to effective estate planning. Certain assets involve unique planning considerations to mitigate the eventual stress and cost during estate administration. Join our experts as they provide guidance on handling a variety of these unique assets, including:

  • Firearms 
  • Collections (art, wine, cars, jewelry, antiques, vinyl, coins, comics etc.)
  • Loyalty points 
  • Recreational vehicles (boats, ATVs etc.)
  • Self-directed registered accounts (specifically, private mortgages within self-directed plans)


Ensure you are prepared to address unique assets when they arise in your practice. Register now to secure your spot!

PROGRAM CHAIR

Gosha Sekhon, Sekhon Legal Services

PROGRAM SPEAKER

Birute Luksenaite, Portfolio Estate Law
Carol Willes, BMO Private Wealth

PROGRAM DETAILS

Date: Wednesday, March 26, 2025
Time: 12:00 pm - 1:30 pm Webcast Program (ET)
 

PROGRAM PRICE

CBA Member: $62* | CBA Student Member: $33* | Non-Member: $113*

*plus applicable taxes

 

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    FORMAT AVAILABLE

    Click here to register for the webcast



    Group rates Available:

    2 - 4 registrants = 10% discount
    5 - 9 registrants = 15% discount
    10 - 19 registrants = 20% discount
    20+ = 25% discount

    To take advantage of the discount, please contact:
    registrations@oba.org



    SPONSORSHIP

    Interested in sponsoring this CPD program?

    Click here for more information.



    Viewer Specifications for Webcast

    Zoom App (latest version)
    Adobe Acrobat Reader 10.0+
    High-speed internet connection
    Modern web browser, e.g. Internet Explorer 11+

 

CONTACT INFO

Ontario Bar Association
Tele: (416) 869-1047
Toll-free in Ontario
1-800-668-8900
E-Mail: registrations@oba.org
Web: www.oba.org