Wills, Estates & Trusts | North Video 

May 16, 2023
Edmonton Online

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Valuation Primer for Estate Assets- Approach and Methodology Walk-through

The presentation will go over considering the valuation of estate assets, counsel needs to consider a number of questions:

  • What is the nature of the asset mix (passive assets, holdcos versus active operatingbuisnesses);
  • Whether the assets are recorded at a fair value;
  • What valuation basis and approach is appropriate in the circumstances?


SPEAKER

Spencer Ord (MBA, CPA, CA, CBV, CFF, Leader, Financial Litigation Support, Deloitte LLP)
Jennifer Doucet (CPA, Manager, Financial Litigation Support, Deloitte LLP)

MEETING DETAILS

On-demand. Originally presented on Tuesday, May 16, 2023.


MEETING PRICE

Full Subscribers: No charge | Webcast subscribers: No charge | On-Demand Subscribers: No charge | Non-Section Subscribers: $15.00 | CBA Law Student Members: No charge

Participant Disclaimer - This is to confirm that you have agreed with the following terms and conditions:
All materials related to this course are for the sole use of the above said registrant, which may not be copied, reproduced, uploaded, posted, publicly displayed, translated, distributed, shared, modified, made available on a network or other website, used to create derivative works or transmitted in any form or by any means whatsoever without the prior express written permission of the Canadian Bar Association.

Once payment has been processed for an on-demand event there will be no refund issued. Section subscriptions are non-transferrable, nor are substitutions permitted at meetings. You must be a current national CBA member to access this material.

 

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    REGISTRATION FEE

    Full Subscribers: No charge
    Webcast Subscribers: No charge
    On-Demand Subscribers: No charge
    Non-Section Subscribers: $15.00
    CBA Law Student Members: No charge


    *All prices subject to GST

     

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CONTACT INFO

CBA Alberta Sections (North)
780-428-1230
edmonton@cba-alberta.org