Live webinar with chat
includes 60 day replay
9:00 am – 10:30 am (Pacific)
10:00 am – 11:30 am (Mountain)
11:00 am – 12:30 pm (Central)
12:00 pm – 1:30 pm (Eastern)
1:00 pm – 2:30 pm (Atlantic)
1:30 pm – 3:00 pm (Newfoundland)
*This program features real-time video of the presenter with synchronized presentation slides, and a chat feature that allows for live Q & A. SK attendees please verify whether you align with Central (MB) or Mountain (AB) time based on season and location.
Live webinars allow you to view faculty, see their presentation slides, and ask questions by chat. You will need a current web browser (Chrome (Chrome works best), Safari, Firefox), a wired (better than wireless) connection to the Internet of at least 2 Mbps. You can test your internet speed/bandwidth here. If you miss the live program, you can access the archive, at your convenience, for 60 days.
Attend this program if you are an estate planning lawyer, a wills and estates practitioner, or a general practitioner who advises clients on estate planning.
Inter vivos trusts are among the most valuable—and often least understood—tools available to estate planners. Yet many lawyers receive little practical guidance on when to recommend them, how to select the right trust for a client’s objectives, and how to incorporate them effectively into estate planning strategies. In this highly practical presentation, experienced trusts and estates practitioner Lynne Butler focuses on the real-world decisions involved in using inter vivos trusts. You’ll examine the most commonly used trust structures, learn when each trust is appropriate, how it should be structured, which assets belong in a trust, the tax implications to consider, and the practical issues that can affect a trust’s effectiveness. Rather than a review of trust law, the session emphasizes the planning decisions lawyers face when advising clients. Among the questions Lynne will attempt to answer are: When should I recommend a trust instead of leaving assets by will? What tax issues should be considered before recommending a trust? When is a trust not the right solution? Don’t miss this opportunity to strengthen your trust planning skills and gain practical guidance you can apply with your next client!
Lynne Butler is a writer and retired mediator and lawyer. She graduated from UBC Law School and was called to the Bar in Alberta in 1986. After more than 20 years, thousands of wills drawn and hundreds of estates probated, Lynne joined the estates department of a leading trust company for a further seven years. She subsequently practiced law in her home province of Newfoundland and Labrador, working exclusively in wills, estates, probate, elder law, and trusts. Lynne has been interviewed by Global TV, BNN, CBC Radio, the Wall Street Journal, the Globe & Mail, the Vancouver Province, the Edmonton Journal, the Toronto Star and the Montreal Gazette, among other media. She is the former co-host of The Law Show and is the author of ten books about estate planning. Lynne was the reviewer for Newfoundland and Labrador for LexisNexis Drafting Wills in Canada: A Lawyer’s Practical Guide, 3rd Edition and chaired the Wills and Estates Section of the Newfoundland and Labrador Bar Admissions Course from 2015 to 2019.