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
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.
With this resource, you will be able to: