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Navigating The Incapacity & Estate Planning Spectrum

Wed, Nov 20

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Webinar (1 CPD Hours)

In affiliation with GTA Accountants & Finance Network.

Tickets are not on sale
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Time & Location

Nov 20, 2024, 12:00 p.m. EST

Webinar (1 CPD Hours)

About the Event

Join us for an exclusive one-hour panel discussion tailored for accountants, financial advisors, and other professionals involved in personal planning for clients. Our esteemed panel will explore the multifaceted nature of incapacity and estate planning, demonstrating how various aspects intertwine to create a comprehensive strategy.


Key focus areas include:

  • Integrating financial, legal, and administrative elements for robust planning;

  • Streamlining management of personal and financial affairs by trusted individuals;

  • Implementing safeguards to mitigate fraud risks and potential family conflicts; and

  • Leveraging technology to enhance trust and estate administration.


    Gain valuable insights from industry-leading experts as we discuss current issues and trends, provide a holistic perspective to planning, and highlight the role advisors play in helping clients navigate the challenges associated with aging and cognitive decline. Gain valuable insights from industry-leading experts as we discuss current issues and trends, provide a holistic perspective to planning, and highlight the role advisors play in helping clients navigate the challenges associated with aging and cognitive decline.


Moderator: 

  • Bruce Young, CPA, CA, CEA, Estate and Trust Advisor, Founder of Collective Agreement

Panelists:

  • Ari Brojde, Founder, Co-CEO of Estateably, the industry's leading Estate and Trust Administration Platform

  • Charles Ticker, LLB, Estate Litigator and Mediator of Estate Disputes, Author of Bobby Gets Bubkes

  • Melanie Russell, FCPA, FCA, CBV, CIM, CFE, CFF, ABV, FDRP-Val, President and Senior Managing Director of Kalex Partners Inc.

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