Create effective estate plans that fulfill your clients’ wealth preservation goals
Essential for: all wills and estates practitioners looking for a handy reference, particularly in court or when away from the office.
Current to: February 1, 2017
With this resource, you will be able to:
As we experience the largest intergenerational transfer of wealth in history, you will be increasingly asked to advise clients on complex estate plans. BC Estate Planning & Wealth Preservation is your comprehensive guide to effective estate planning techniques for complicated portfolios. Focused on tax-based planning in BC, this
manual is designed to accompany Wills and Personal Planning Precedents: An Annotated Guide by providing commentary and annotated forms to equip you to create trusts and other wealth preservation tools to complement your client’s will.