D.E. Systems
Lawyers practicing in the areas of estates law, family law and tax law will be interested in this program.
Are you familiar with estate freezes but looking for a clearer understanding of how they work in practice? In this beginner-level seminar, noted trust and estate practitioner and CPA Jos Herman will outline the what, when, why and how of this important estate planning strategy – and why you should care. In basic terms and using simple fact scenarios, Jos will outline how estate freezes are used, when it’s appropriate to use an estate freeze, the different forms an estate freeze can take, and the challenges involved in planning and implementing an estate freeze. Finally, Jos will share important considerations for once an estate freeze is in place. Along the way she’ll share personal experiences and insights for dealing with family conflicts. Topics include:
Whether you’re a general practitioner, estate planner or family lawyer, understanding this key wealth-transfer strategy will add value to your practice and enhance the advice you give to clients. Join us to learn how this powerful tool can help protect family wealth, minimize taxes, and plan for future generations. Don’t miss out!
Jos Herman is the founder of Resources & Solutions, a boutique consulting firm. She has spent over 25 years serving the tax, business and estate planning needs of owner-manager clients, professionals and their families. Jos provides private business and personal solutions focused on tax efficient investment and insurance strategies, asset protection and wealth planning. Jos has a Bachelor of Commerce degree and earned her Chartered Accountant (CA) designation from the Institute of Chartered Accountants of Alberta. Jos is a member of both the Chartered Professional Accountants (CPA) of Saskatchewan and Chartered Professional Accountants of British Columbia. She also has her Certified Financial Planners (CFP) designation and Chartered Life Underwriter (CLU). In addition, she holds her Trust and Estate Practitioner (TEP) designation. Jos is a frequent speaker on topics related to wealth planning for individuals, business owners and professionals.