My seminars tackle complex estates and trusts concepts, setting them into meaningful, actionable insights for the audience. They’re known for being jam-packed with useful tips and ideas, comprehensive in my coverage of the topic, and include lots of examples from practice (that I frame as lessons learned from estate administration) to identify avoidable planning errors.
In addition to webinars, I also provide private on-site seminars for companies, organizations and conferences, tailored for their audiences, employees or clients; contact me to explore this option.
Access to most Collective Agreement webinars is limited to professional advisors.
Please register for access (the link is to our secure Google Form) or contact me directly.
There is no cost to attend events we host. In lieu of registration fees, participants are encouraged to make a donation to Baycrest, in support of their world-renowned, transformative research in aging and brain health.
I am looking forward to speaking with Tim Hewson, co-founder of LegalWills.
Join us live here: https://lnkd.in/e9pgSw7x
I am honoured to be a returning guest on The Executor Help podcast, hosted by David Edey.
Our most conversation was aired Nov. 6, 2024, coinciding with "Make A Will Month" in Ontario and is titled Taking the First Steps to Peace of Mind.
Our prior conversation was titled Reframing Estate Planning & Administration around the Family Journey and spans 2 episodes: Part 1 was on Mar. 20, 2024 & Part 2 was on Mar. 27, 2024.
Collective Agreement Commentaries & Opinions
GRE STATUS & PAYMENTS ON BEHALF OF DECEASED:
This commentary is in PDF format and viewable here; please contact me if you would like me to send it to you.
The articles listed here are maintained on my LinkedIn newsletter "Framing/Reframing" (use this link to subscribe to it).
All articles are available to be downloaded from my LinkedIn page; alternatively, contact me to request a PDF version.