Best Laid Plans Awry: Estate Planning problems on Incapacity and Death from Estate Planning Council of Abbotsford
Michelle Wells, Stewart Title, Title Insurance Co. You can contact Michelle at 604-657-6730, [email protected] A discussion around Residential Title Insurance, it’s purpose, what is covered, what is not and how it can benefit your clients, yourself and your home.
Dave Larkins, Corporate Asset Transfer Strategy Using Insurance to Transfer Corporate Owned Investments to an Estate Tax Efficiently presented by Dave Larkins, Sun Life Financial. The Corporate Asset Transfer strategy offers advantages that may assist you in meeting your long-term objectives while diversifying assets and reducing risk. Additional information can be found by clicking here. Dave […]
Bryan Yu is Deputy Chief Economist for Central 1 Credit Union, the umbrella organization for the credit union system in B.C. and Ontario. He provides economic analysis and forecast services to support member credit unions and internal business lines and frequently comments on the B.C. and national economies for major media outlets.
Jim Soldan: Jim started THE FAMILY FURROW, / The Canadian Family Business Institute Ltd where the ‘people part’ of the family business is the center of his ‘Training Program’. The focus is on effective communication, relationship building, governance guidelines and working through the transition phase toward succession as families live and work together.
Changing Face of Philanthropy from Estate Planning Council of Abbotsford Faye Wightman, presents on how the face of philanthropy has changed over the years and generations. With the use of statistics and real data, she outlines who it is that contributes, what type of Foundation works the best for different situations (Public or Private) and […]