Agenda - Monday September 18, 2023

BREAKOUT # 1 FROM 2:15 PM - 3:15 PM in Florentine C/D (Main meeting room)

BREAKOUT # 2 FROM 2:15 PM - 3:15 PM in Florentine B (Room behind stage)

Estate Planning 101. Presented by Dale Barrett LLB - Sponsored by Barrett Tax Law

What will the advisor learn from this presentation?

This presentation will appeal to the advisor who wants to revisit the estate planning process in a simple and understandable way.

There are many components to Estate Planning, and while there's a common misconception that it's just about finances, the truth is there's a lot more to it.

Dale will help the advisor realize that although estate planning can be a complicated and overwhelming process for the client and prospect, it doesn't need to be.

Presentation Overview

An estate plan is comprised of legal documents created to predetermine the disposition of a person's property upon his or her death. The ideal estate plan ensures that a person's intentions are fulfilled and that he or she can pass the maximum amount of assets to beneficiaries and people they love, while incurring the least amount of taxes and costs. If a person dies without a formal plan, his or her assets will instead be disposed of according to Provincial laws.

Your estate consists of everything you own or owe at your time of death. Estate planning refers to planning what happens with your assets and debt when you pass away.

Estate planning is more than just creating a will. It's an important process that can help guide your loved ones to take care of your affairs. This step-by-step presentation for estate planning can help protect your clients assets and legacies, either individually or personally.

In this presentation, Dale will cover the following:

* The Importance of Estate Planning
* Basic Concepts
* Key Legal Instruments
* Tax & Estate Planning
* Lifetime Capital Gains Exemption
* Estate Planning Tools
* Estate Freezes
* Trusts in Estate Planning
* Life Insurance in Estate Planning
* Estate Planning for Business Owners
* Estate Planning for Special Needs and Complex Family situations

Dale Barrett LLB, Tax Lawyer

BREAKOUT # 3 FROM 3:15 PM - 4:15 PM in Florentine C/D (Main meeting room)

BREAKOUT # 4 FROM 3:15 PM - 4:15 PM in Florentine B (Room behind stage)