Estate Planning

November 29, 2023
12:00 - 1:00pm

Register here to be sent an invitation to the online meeting closer to the date.

CPA Canada is a respected and influential voice relaying matters raised by our members to the Canada Revenue Agency (CRA) and working collaboratively to identify solutions. CPA has put together resources to help manage your finances and provide you with tools to help.

In this session you will learn how to become better money managers.

Learning objectives for participants:

• Understanding the what and why of Estate Planning.
• To understand various tools of Estate Planning
— Powers of Attorney
— Wills
— Joint Accounts
— Gifting
— Trust
• Define dying without a will
 
Outline:
 
• What is Estate Planning?
• Estate Planning Process
• Key Ideas
• Tools and Resources
• Q&A
 
Presenter: Les A. Lawson