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
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Date: |
Wednesday, March 26, 2025 |
Time: |
12:00 pm - 1:30 pm Webcast Program (ET) |
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PROGRAM PRICE
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CBA Member: $62* | CBA Student Member: $33* | Non-Member: $113*
*plus applicable taxes
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