Training Doyens

OVERVIEW The essence of estate and succession planning is to achieve an integrated wealth management and succession plan that will achieve family goals, protect family net worth and ensure succession of management over several generations. Income tax considerations are more important than ever, especially preserving the available “step-up” in income tax basis to “fair market value” of assets owned at death. Human factors, including the avoidance of family disputes over wealth, are most important, and tax and financial advisors can and should be proactive in estate and succession planning for their clients at all net worth levels. This webinar course provides key tools to advisors that will allow for active, workable and tax-favoured planning to be developed and implemented. Inheritance Tax Rules WHY SHOULD YOU ATTEND Ownership and Management of Property (Wealth) is key to proper development of Net Worth, including active business and passive investment assets that will ...