Knowledge Base : Webinars

Year end estate planning considerations

Webinars - 60 min

Year End 2022 Estate Planning

In this webinar we discuss 2022 estate planning and year end considerations, including: Pros and cons of annual gifts and nuances such as GST implications Whether practitioners should encourage clients to take ...

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Estate planning for blended families

Webinars - 60 min

Planning for Blended and Stepfamilies

This webinar discusses estate planning for clients who have blended or stepfamilies. Estate planning for clients who have blended or stepfamilies often presents significant and perplexing challenges for estate ...

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