Join us to explore the who, what, where, when, and why (but not how) of estate planning. Gather expert insights from our esteemed faculty on critical factors in assessing the usefulness of various estate planning tools and opportunities to achieve your clients’ goals.

• Who can benefit from an estate freeze?
• What are the ideal circumstances for using primary and secondary wills?
• Where are inter vivos trusts most effective?
• When do you need to retain US counsel?
• Why should you consider insurance planning?

Get the answers to these questions and much more at this helpful program.

PROGRAM CHAIRS

Elizabeth Bozek, Estate and Trust Consultant, Scotia Wealth Management
Marni Pernica, Aird & Berlis LLP

AGENDA

To view the full program agenda, please click here.