An Integrated Approach to Estate Planning...3:00pm Keynote presentation: Philanthropy and Estate...

Sharing the Sandbox: An Integrated Approach to Estate Planning

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SHARING THE SANDBOX: AN INTEGRATED APPROACH TO ESTATE PLANNING

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Dear friends and colleagues—accountants, financial and insurance advisors, lawyers, planned giving officers, trust officers, administrators and support staff,

WELCOME to the 4th Annual Estate Planning Conference! Sharing The Sandbox: An Integrated Approach to Estate Planning

Our theme this year emphasises the importance of advisors from the estate planning community working together as a team. We are thrilled to bring you an outstanding lineup of speakers who will share their invaluable knowledge and expertise with you through a mix of case studies, plenary presentations and discussion panels. Our presenters will demonstrate the merits of a team of advisors sharing the sandbox: learning together, sharing knowledge, collaborating and connecting. By working together, we can expand and enhance our own individual practice and in turn provide exceptional service to our clients.

We have built in time for question and answer periods at the end of each session and there will also be time for networking and discussion during the coffee and lunch breaks. Our Wine and Cheese Reception at the end of Day One also provides an excellent networking opportunity for attendees to enjoy some social time.

As always I would like to extend my sincere thanks to all of our very generous sponsors. The funding and continued support you provide has played a significant role in the growth and success of this conference.

Our Conference Planning Committee was comprised of some familiar faces from our previous conferences and I am extremely grateful for the experience, direction and continuity they provided. We were also delighted to welcome some new members to the committee, and I think that we have all benefited from the fresh and energetic perspective they brought to the table. Charlene Taylor, VGH & UBC Hospital Foundation; Netty Vogel, Vogels Financial Services; Pat McGuire, Rogers Group Financial; Rose Shawlee, Richards Buell Sutton LLP; Tom Morton, Smythe CPA; Will Todd, DLA Piper; and Suzanne Schulhof, Cara Consulting—thank you all for your tremendous efforts and commitment!

Finally, to all of you: thank you for taking the time out of your busy schedules to be here with us over the next couple of days. We hope you enjoy the conference and we look forward to seeing you all again in 2016.

Mark A. Schulhof CLU, CH.F.C, RHU, CFP

Chair

WELCOME TO THE

4TH ANNUAL ESTATE & FINANCIAL PLANNING CONFERENCE

Sharing the Sandbox: An Integrated Approach to Estate Planning

PRODUIT : ADVOCIS REGULATORY AFFAIRS SYMPOSIUMFORMAT : 7,5 ’’ X 10’’DATE DE PARUTION : OCTOBRE 2015PUBLICATION : 2015 SYMPOSIUM

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AGENDA AT A GLANCE

DAY ONETuesday, October 20, 2015

DAY TWOWednesday, October 21, 2015

7:30am Registration opens/hot breakfast

8:30am Welcome, introductions and opening comments David Chalmers, BA, FLMI, CLU, CFP, CHFC, CIM

8:45am Do’s and Don’ts of Corporate Insurance in Tax and Estate Planning Doug Markewich, CLU, CH.F.C., TEP

9:30am New Tax Rules for Trusts and Estates— Implications for Estate Planning Professionals Sally Dennis

10:15am COFFEE BREAK

10:30am Case Study 1 How a Commonly Used Tax Plan Can Potentially Run Afoul of the Rights of a Spouse Under the Family Law Act and the Wills and Estate Succession Act Tom Morton, Rutsu Shikano & Vince Cardella, MBA, CFP, FEA

12:00pm LUNCH

1:00pm Planning for Cross Border Families; US Tax Issues, Trusts and Canadian Private Companies Will Todd

2:00pm Panel Discussion A Elder Law: Who You Gonna Call? Rose Shawlee, Vince McKay, EPC, Allison Leaney, MSW, RSW, Steve Wilson and Martha Lewis, LLB, LLM

3:00pm COFFEE BREAK

3:15pm Keynote presentation Tim Cestnick, FCPA, FCA, CPA(IL), CFP, TEP

4:15pm Closing comments and day one wrap-up David Chalmers, BA, FLMI, CLU, CFP, CHFC, CIM and Mark Schulhof, CLU, CH.F.C, RHU, CFP

4:30pm Wine and Cheese Networking Reception

7:30am Registration opens/hot breakfast

8:30am Welcome, introductions and opening comments David Chalmers, BA, FLMI, CLU, CFP, CHFC, CIM

8:45am Panel Discussion B How to be a Softie: Being Alert to the Soft Issues in Creating and Administering Trusts Rose Shawlee and Ed Kellof

9:30am Technically, An Excellent Planned Gift Margaret Mason and Doug Puffer

10:30am COFFEE BREAK

10:45am Case Study 2 The Franklin Family—A Case Study Doug Markewich, CLU, CH.F.C., TEP, Ken Kramer, Q.C. and Kay Gray, CGA

12:15pm LUNCH

1:30pm WESA 58: Hot Topics in Changes to Rules and Estates Legislation Geoffrey White

2:15pm Minding Your OWN Business

2:45pm COFFEE BREAK

3:00pm Keynote presentation: Philanthropy and Estate Planning—How to Make the Connection Faye Wightman, ICD.D, BScN

4:00pm Conference wrap-up and prize draw David Chalmers, BA, FLMI, CLU, CFP, CHFC, CIM and Mark Schulhof, CLU, CH.F.C, RHU, CFP

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David N. Chalmers BA, FLMI, CLU, CFP, ChFC, RFP, CIM

Financial Advisor, Nicola Wealth Management

Born in London, England, David attended high

school in Toronto and graduated with a Bachelor

of Arts from the University of Toronto in 1971. After

spending two years travelling and working as a

musician, he began his career in the investment

industry in 1973, working at two different life insurance companies,

where he provided technical support to financial advisors. It was

during this time that David established his business relationship with

John Nicola. In 1985, David joined a major Vancouver investment

advisory firm and spent the next 25 years providing investment and

retirement income planning to clients before joining Nicola Wealth

Management in 2011.

CASE STUDY 1—HOW A COMMONLY USED TAX PLAN CAN POTENTIALLY RUN AFOUL OF THE RIGHTS OF A SPOUSE UNDER THE FAMILY LAW ACT AND THE WILLS AND ESTATE SUCCESSION ACT 10:30 AM

MASTER OF CEREMONIES

DAY ONE | OCTOBER 20

DAY ONE

The intent of this case study is to give you exposure to a situation

which, to this point, is not common but will likely become common. In

this case study, we have a hypothetical situation in which a business

owner wants to undertake a very common tax plan called an “estate

freeze” to “freeze” her income tax liability on death and possibly

eliminate that income tax liability over time. As part of the plan, this

business owner wants a tax-deferred transfer of the future growth

in the value of her businesses to her children. Not considered in the

past is what an “estate freeze” can potentially do to the rights of

the spouse or surviving spouse under Wills and Estate Succession

Act (WESA), the Family Law Act and the possible application of the

Fraudulent Preference Act.

Tom Morton

Partner, Smythe Ratcliffe

As a partner at Smythe CPA, Tom Morton thrives

on the opportunity to solve complex problems

and contribute to the long-term success of his

clients.

Tom is a seasoned Chartered Professional Ac-

countant and a General Income Tax Practitioner with expertise in ex-

ecutive compensation, particularly deferred income plans, registered

pension plans and employee stock option plans. He has considerable

knowledge in succession planning and structuring businesses to

facilitate the transition of ownership.

Tom is a long standing member of the Canadian Tax Foundation and

has published papers including “Tax Issues in Compensation” and

“Don’t Forget GAAP as Part of Your Tax Planning” with Smythe Rat-

cliffe Partner Bob Cole.

Vince Cardella, MBA, CFP, FEA

Principal, Strategic Wealth Planning

Vince has almost three decades of professional

experience in the financial services industry and

is a co-founder and leader of Promerita’s Strategic

Wealth Planning practice.

Vince’s background includes being a member of

Standard Life’s product design team, where he helped to price and

design the company’s first universal life insurance product for the

Canadian marketplace. From there, Vince had a successful career

as an Estate Planning Specialist at RBC Dominion Securities. Vince

has also served on the national advisory board and the compliance

committee for Manulife.

Vince’s technical expertise in pricing and designing complex financial

products and sophisticated planning structures is complemented by

significant experience in addressing family business succession and

estate planning matters.

Rutsu Shikano

Associate, Richards Buell Sutton LLP

Rutsu first joined Richards Buell Sutton LLP as a

summer student in 2011 and returned in 2012 to

complete her articles. She was called to the Bar

of British Columbia in May 2013 and joined the

firm as an associate with the Wealth Preservation

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DAY ONE

8:45 to 9:30 am

Doug Markewich, CLU, CH.F.C., TEP

Markewich Financial

Doug joined the insurance industry in 1986 in his

hometown of Regina, Saskatchewan. For his first

eight years, Doug specialized in the farm market

until moving to Saskatoon to focus on corporate

and business insurance. In 2003, Doug joined Daystar as their resident

Tax and Estate Planning Specialist. Now part of HUB Financial, Doug

shares his expertise with brokers across most of the country.

Doug is studying the area of heritage design to help business clients

pass on their values, along with their wealth, to the next genera-

tion. Doug will be Canada’s first Heritage Design Professional (HDP)

sometime in 2015 and he is excited about the possibilities this new

training holds for Canadian business families.

Topic: Do’s and Don’ts of Corporate Insurance in Tax

and Estate Planning

This presentation will focus on how to sell large corporate-owned

life insurance policies to small and medium size business owners.

It will include a brief discussion of the upcoming changes in 2017—specifically, what it will mean to brokers and our clients as well as

a discussion of the popular Immediate Financing Arrangements and

how they work. Doug is not from a head office. He actually uses these

exact ideas to support his family.

9:30 - 10:15am

Sally Dennis

Partner, Farris

Sally is an experienced adviser on all aspects of

the transfer and protection of wealth, including

estate, mental incapacity and business succes-

sion planning. Her practice includes trusts, wills,

corporate reorganizations, powers of attorney, marriage contracts and

shareholders’ agreements. Before focusing on this area, she practised

as a business lawyer for many years and was general counsel at a

major public company. Working collaboratively with clients’ tax and

financial advisors and drawing on the expertise of other lawyers of

the firm on tax, real estate and litigation matters, she creates and

implements comprehensive solutions for individual or business suc-

cession needs. Her clients include individuals of all ages, and family

and other private businesses, large and small.

Topic: New Tax Rules for Trusts and Estates—Implications for Estate

Planning Professionals

This session will provide a non-technical summary of the new tax

rules that will come into force in January 2016. The changes affect

the taxation of estates and testamentary trusts as well as so-called

life interest trusts (spousal, alter ego and joint partner trusts) and are

relevant for all estate planning professionals. The session will cover

both tax and non-tax implications of the changes—including the

impact on common probate planning strategies and charitable dona-

tions and the practical implications for executors and trustees—and

will offer guidance on which of your current and future estate plans

will be affected. Immediate and longer term action items will be rec-

ommended. The goal of the session is to leave you well equipped to

face one of the most significant developments in estate planning in

recent memory.

1:00 - 2:00pm

Will Todd

Associate, DLA Piper

Will Todd is associate counsel in the firm’s Vancou-

ver office where, since 2008, he has chaired the

Taxation – Wills, Estates and Trusts Practice Group.

He provides tax and estate planning solutions for

Canadian-resident U.S. citizens and their family members and Ca-

nadians holding or acquiring U.S. real property, among others with

cross-border tax exposure. He is a member of the British Columbia

and Ontario bars and is also admitted to practice law in New York

and Massachusetts.

Will’s extensive business law background is often called upon to help

clients seeking to transition businesses to future generations in a

tax-effective and business-enhancing fashion. Will lectures to client

groups, lawyers, accountants and to the public on topics pertaining

to cross-border aspects of wills, estates and taxation.

Topic: Planning for Cross Border Families; US Tax Issues, Trusts and

Canadian Private Companies

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PANEL DISCUSSION A — ELDER LAW: WHO YOU GONNA CALL? | 2:00PM

DAY ONE

This panel is intended to highlight some of the resources available to practitioners when they encounter circumstances of elder abuse or neglect.

Rose Shawlee

Associate, RBS LLP

Rose Shawlee is a lawyer with Richards Buell Sut-

ton LLP, where she is part of the Wealth Preser-

vation Group. Her practice is primarily focused

on assisting families and businesses with their

planning, estate, business needs, and succession

needs.

Vince McKay, EPC

Essential Financial

Vince started in the life insurance industry work-

ing closely with his late father-in-law, Harold

Wiffen. It was during Harold’s illness that Vince

realized his passion for helping people to ensure

that their financial affairs were structured to reach

their retirement and estate goals. Holding the Certified Professional

Consultant on Aging (CPCA) and an Elder Planning Counselor (EPC)

designations, Vince has helped his clients realize their retirement

goals while still maintaining their lifestyle.

Vince is dedicated to providing the best for his clients and advocates

with the industry on a local and national level through his association

as a board member of Professional Association of Financial Advisors

(ADVOCIS) and as past Vice President of GAMA. His association with

both of these organizations allows him the ability to lobby for the

needs of his clients.

Allison Leaney, MSW, RSW

Provincial Coordinator, Vulnerable Adults Community

Response, Public Guardian and Trustee of BC

Alison Leaney is a Registered Social Worker and

the Provincial Coordinator, Vulnerable Adults

Community Response at the Public Guardian

and Trustee of BC. There, she has spent 20 years

(except for a two-year leave to work on the National Initiative for the

Care of the Elderly’s Elder Abuse Knowledge to Action Project) in

implementation of BC’s adult guardianship legislation. She is also

currently a National Trainer for the It’s Not Right – Neighbours Friends

and Families initiative.

Alison was recently awarded the Queens Diamond Jubilee Medal for

her work to create a coordinated response to adult abuse and neglect

in BC and Canada and was a finalist for the Premier’s Legacy Award

for the same work in 2010.

Steve Wilson

Delta Police Department and Eciss Consulting Inc.

Steven Wilson is an economic and technical crime

investigator and holds current designations as a

Certified Fraud Examiner and a Certified Financial

Crime Investigator. Steven has also completed

the Forensic Investigation and Technology Degree

Program at the British Columbia Institute of Technology. As part of

his program studies, Steven developed ECISS©‐ Economic Crime

Investigation and Support Services, an innovative resource program

promoting efficient and effective investigative techniques, asset pro-

tection and risk mitigation strategies for both public and private agen-

cies. Steven is also the recipient of the 2013 Simon Fraser University

Gerontology Award for his contribution to the prevention of elder

abuse in British Columbia.

Martha Lewis, LLB, LLM

Executive Director, BCCEAS

Martha Jane Lewis, LLB, LLM, is a practicing law-

yer and executive director of the BC Centre for El-

der Advocacy and Support (“BCCEAS”). BCCEAS

is a charitable organization that delivers programs

to prevent elder abuse.

BCCEAS programs include the Seniors Advocacy and Information

Line, Victims Services Program, Legal Advocacy Program, the Elder

Law Clinic, and Education and Outreach programs.

The Seniors Advocacy and Information Line provides information

to callers who are concerned about older adults being abused. The

Victim Services Program provides information, support and referrals

to people aged 50+ who are victims of abuse.

The legal programs provide legal advice and representation to people

aged 55+ who are not otherwise able to access legal help for issues

such as financial abuse, guardianship and capacity issues, residential

care disputes, and accessing government benefits.

THE VANCOUVER ESTATE & FINANCIAL PLANNING CONFERENCE

10

DAY ONE

DAY ONE | OCTOBER 20

3:15 - 4:15 pm

Tim Cestnick, FCPA, FCA, CPA(IL), CFP, TEP

Founder and Managing Director, Author and Columnist

Tim Cestnick enjoys a reputation as one of Can-

ada’s most respected experts and public speak-

ers in the area of tax and personal finance. After

founding Canada’s leading wealth advisory firm

to affluent families—WaterStreet Family Offices—Tim sold that busi-

ness to Scotiabank in 2010 and is currently Managing Director, Ad-

vanced Wealth Planning for Scotiabank Global Wealth Management.

Tim consults and speaks in all areas of personal finance. In addition

to his CA designation, he is a Chartered Public Accountant (CPA),

Certified Public Accountant (Illinois), a Certified Financial Planner

(CFP), and a Trust and Estate Practitioner (TEP).

Tim’s national speaking profile is confirmed by his position as tax

columnist for the Globe & Mail’s Report on Business, Canada’s na-

tional newspaper. He has authored 18 best-selling books, and is a

regular contributor and on-air personality on radio and television. He

appears regularly on Canada AM, CTV, CBC Newsworld, BNN, and

the best-known money programs in the country.

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DAY TWO

DAY TWO | OCTOBER 21

Rose Shawlee

Associate, RBS LLP

Rose Shawlee is a lawyer with Richards Buell Sut-

ton LLP, where she is part of the Wealth Preserva-

tion Group. Her practice is focused on assisting

families and businesses with their planning, es-

tate, business, and succession needs.

PANEL DISCUSSION B—HOW TO BE A SOFTIE: BE-ING ALERT TO THE SOFT ISSUES IN CREATING AND ADMINISTERING TRUSTS | 8:45 AM

Most advisors are aware of the hard facts related to creating and administering trusts: tax, legal, client intentions, disability benefits, jurisdiction and mechanics of administration. During this discussion, the panelists will focus on soft facts that play a vital role in the successful implementation and execution of trusts: rapport with co-trustees, beneficiaries, institutional trustees where there are irreconcilable family dynamics, including collaboration, personality and introduc-tions before implementation.

CASE STUDY 2— THE FRANKLIN FAMILY—A CASE STUDY | 10:45 AM

In this case study, the panelists will focus on a family-owned business that has seen tremendous growth over the past ten years. In addition to focusing on the principals of the business, their three children, one with a significant disability, will also be considered in the analysis. The panelists will assess the key tax, invest-ment, insurance and legal options that are in place or could/should be in place. Looking at the family objectives, their goals and wishes, the panel will discuss best practices for the Franklin family, today and tomorrow.

Ken Kramer, Q.C.

Founder and Principal, KMK Law Corporation

Ken is the Founder and Principal of KMK Law

Corporation, a boutique law firm in downtown

Vancouver providing estates, trusts, elder law,

litigation and mediation services. He is also the

British Columbia Cabinet Appointed Chair of the

Province of BC’s Emergency Medical Assistants Licensing Board.

Ken is entering his eighth year as an elected member for Vancouver

County with the Provincial Council of the BC Branch of the Canadian

Bar Association (“CBA”). Ken is currently Co-Chair of the CBA’s Elder

Law section and a long-standing member of the CBA’s Wills & Trusts

and Mediation Sections.

Ken is the President of the BC Centre for Elder Advocacy and a found-

ing Director of both the BC Association for Individualized Technology

and Supports for People with Disabilities (BCITS) and the Association

for Choices For Supports in Independent Living (“ACE”).

Doug Markewich, CLU, CH.F.C., TEP

Markewich Financial

Doug joined the insurance industry in 1986 in his

hometown of Regina, Saskatchewan. For his first

eight years, Doug specialized in the farm market

until moving to Saskatoon to focus on corporate

and business insurance. In 2003, Doug joined Day-

star as their resident Tax and Estate Planning Specialist. Now part of

HUB Financial, Doug shares his expertise with brokers across most

of the country.

Doug is studying the area of heritage design to help business clients

pass on their values, along with their wealth, to the next genera-

tion. Doug will be Canada’s first Heritage Design Professional (HDP)

sometime in 2015 and he is excited about the possibilities this new

training holds for Canadian business families.

Kay Gray, CGA

Grant Thornton LLP

As a Tax and Estate Planning Specialist, Kay has

helped numerous clients implement tax-efficient

solutions for increasing their wealth and planning

their estates. Kay currently leads the Tax Group

for the BC South Coast business unit of Grant

Thornton LLP and she is the past chair of Grant Thornton’s National

Succession and Estate Planning (SEP) team, an affiliation of more than

30 specialists from across the country that devote their practices to

wealth and estate planning.

Ed Kellof

Senior Relationship Manager, TD Wealth Private Client

Group

Ed Kellof has over 40 years of experience in the

estate and trust administration field, having held

various administrative, officer level and manage-

ment positions within the banking/trust industry.

As a senior relationship manager within TD Wealth Private Client

Group, Ed works with individuals and families through the various

stages of estate planning and estate/trust administration. Ed has a

wide range of experience dealing with simple, unique or complex

estates to families that have special needs children/issues, or those

with difficult family or personal circumstances. He works together

with his partners across the TD group to provide integrated and cus-

tomized wealth management solutions for clients and their families.

THE VANCOUVER ESTATE & FINANCIAL PLANNING CONFERENCE

12

DAY TWO

9:30 - 10:30am

Margaret Mason

Partner, Charities and Tax-Exempt Organizations,

Bull Housser

Margaret provides counsel to a wide range of not-

for-profit organizations and charities. She has over

25 years’ experience working with the voluntary

sector and is a frequent writer and speaker both nationally and re-

gionally.

Her practice spans a broad range of issues that affect charities and

not-for-profits, including tax exempt status, governance, interna-

tional programs and social enterprise. Margaret assists charities

and not-for-profits with their corporate structuring, charitable reg-

istration and regulatory compliance issues and has particular ex-

pertise with respect to governance and social enterprise. She also

provides general commercial advice to not-for-profits and charities.

Margaret also advises donors with respect to their philanthrop-

ic planning and has extensive experience with trust and estate

related matters.

Doug Puffer

Director of Planned Giving, Simon Fraser University

Doug Puffer is the Director of Planned Giving for

Simon Fraser University in Burnaby, BC. His office

provides sophisticated donor centred support for

the full range of legacy gift options in both Canada

and the United States. Doug was a Senior Planned

Giving Officer at Queen’s University, and a contributor services rep-

resentative and biologist with Ducks Unlimited.

Doug is a recognized expert in gift planning in Canada with over 26

years of fundraising success in higher education and environmental

conservation. Doug takes a scientific, systematic approach to the busi-

ness of planned giving.

Topic: Technically, An Excellent Planned Gift

A planned gift can be defined as a big donation that requires the help of a pro-fessional advisor. This is because most planned gifts are assets and sometimes they are very complex assets. The most common and simplest planned gifts are appreciated securities and bequests, but they still need expertise to get it right. Sometimes a charitable gift plan starts simple and winds up needing a team of experts to make it seem easy for the donor/client to make good decisions. Margaret Mason and Doug Puffer will talk about a real life example of a technically challeng-ing charitable gift that required the involvement of legal, accounting, real estate, retirement and estate planning advisors in addition to navigating the institutional protocols of a university environment.

1:30 - 2:15pm

Geoffrey White

Principal, Geoffrey W. White Law Corporation

Geoffrey White has over 20 years of experience in

wills, estates and trust matters. He acts as Coun-

sel for Clark Wilson LLP and assists clients both in

Vancouver and at his “heritage” office in Kelowna.

He is a frequent author and lecturer for both the legal community

and others.

Geoff is an editor of BC’s Probate & Estate Administration Practice

Manual, which is acknowledged as the primary source for all estate

matters in the province. He has taken on leadership roles with the

Canadian Bar Association, the Society of Estate and Trust Practitio-

ners, and Estate Planning Societies. He has also helped the reform of

BC’s Estate Law with the BC Law Institute—including the delivery of

lawyer education programs for the Wills, Estates and Succession Act.

Topic: WESA 58: Hot Topics in Changes to Rules and Estates

Legislation

The estate “rules” changed last year. How are the changes affecting you? Will your clients ruin their estate plans with “napkin wills”? Will you end up in court testifying about your file notes? Should a will matter anymore? What are the key “flags” that your client’s estate needs more attention?


13

DAY TWO

KEYNOTE SPEAKER | 3:00 PM

3:00 - 4:00 pm

Faye Wightman, ICD.D, BScN

President, FLW Management and Consulting

Services Ltd.

Faye has devoted most of her working life to sup-

porting society through public service—primarily

in the world of philanthropy. From 2005 to 2014,

she led Vancouver Foundation, Canada’s largest

community foundation, through a number of important changes de-

signed to increase its impact in BC communities.

Faye started out as a cardiac nurse but moved to the world of philan-

thropy with the United Way of the Lower Mainland after four years

with the Red Cross in BC. She was President and CEO of BC Children’s

Hospital Foundation for 14 years and Vice President of External Rela-

tions at the University of Victoria for two years, before returning to

Vancouver to lead Vancouver Foundation for over eight years.

She is a director on Coast Capital Savings, BC Housing, the UBC Alum-

ni Association and the Vancouver Board of Trade. She was appointed

by the Government of BC as the interim board chair of Portland Hotel

Society after they experienced a financial and governance crisis.

Faye was recognized as an “Influential Women in Business” by Busi-

ness in Vancouver. She was listed for three years on the Top 50 Pow-

erful Persons in Vancouver; received one of the City of Vancouver’s

highest awards, the Civic Medal, for her community work; and was

awarded the Queens Jubilee medal for her philanthropic work in

Canada.

Topic: Philanthropy and Estate Planning—How to Make the

Connection

You have had the discussion on what your client wants to do when they pass away with respect to their spouse/partner and family. You believe you should raise the idea of giving something back to the community. But you aren’t sure what is the best way to raise the issue. What are the potential issues or argu-ments the client may put forward that may make it uncomfortable to raise the

issue? What if they ask your advice about where to make a donation—what role should you play in those decisions? Do you feel comfortable discuss-ing why philanthropy should be part of every one’s estate planning? Our final keynote speaker will address this issue and offer concrete advice about how to raise this delicate topic and where to turn to for additional advice for your clients.

Join us for the

Wine & CheeseTuesday, October 20 | Day One

4:30 to 6:30 pm

Reception

THANK YOU TO OUR SPONSORS

WINE & CHEESE SPONSOR TABLE TOP EXHIBIT SPONSORBREAKFAST SPONSOR

COFFEE BREAK SPONSORS DAY ONE LUNCH SPONSORS

PLATINUM SPONSOR

SILVER SPONSORS

EVENT SPONSORS

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An Integrated Approach to Estate Planning...3:00pm Keynote presentation: Philanthropy and Estate...

Documents

Transcript of An Integrated Approach to Estate Planning...3:00pm Keynote presentation: Philanthropy and Estate...