OBA Trusts & Estates Law PROGRAM
On Demand | Original Program Date: March 26, 2025
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
Single Registration
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CBA Member: $62* | CBA Student Member: $33* | Non-Member: $113*
(includes e-materials access) *plus applicable taxes
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Group registration (4 or more)
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CBA Member: $155* | Non-Member: $283*
(includes e-materials access) *plus applicable taxes
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