This site requires Javascript.

Please enable Javascript before proceeding:

Firefox

  1. In the FireFox address bar, type about:config.
  2. Look for the javascript.enabled setting.
  3. Set it to true by right-clicking and pressing toggle.

Internet Explorer

  1. On the Tools menu, click Internet Options, then click the Security tab.
  2. Click the Internet Zone.
  3. If you do not have to customize your Internet security settings, click Default Level. Then do step 4.
  4. If you have to customize your Internet security settings, follow these steps:
    a. Click Custom Level.
    b. In the Security Settings - Internet Zone dialog box, click Enable for Active Scripting in the Scripting section.
  5. Click the Back button to return to the previous page, and then click the Refresh button to run scripts.

Chrome

  1. In the Chrome address bar, type chrome://settings/content/javascript.
  2. Adjust the toggle so that javascript is allowed.
  3. Close the Settings tab and Refresh the page.

 

Understanding the Estate Freeze

with Jos Herman

Thursday, December 12, 2024

Learning Options:

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 audio and 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.

Registration Fee:

Save $25
Register on or before November 29, 2024
$140.00 + HST

Register after November 29, 2024
$165.00 + HST

Groups Save!

Register 3+ attendees and save up to 25%. See our group discounts here. Contact jennifer@seminarpartners.ca.

CPD Credit Hours:

Credit Hours

CPD Hours (live presentation*)

ON: This program contains 1.5 Substantive hours.

BC: This program has been approved for 1.5 CPD hours.

SK: This program qualifies for 1.5 CPD hours under the Law Society of SK CPD Policy.

Lawyers in other mandatory CPD jurisdictions may count their attendance towards their CPD requirement/plan.

Seminar Partners is an Accredited Provider of Professionalism Content by the Law Society of Ontario and a pre-approved CPD Provider of the Law Society of British Columbia.

*The circumstances under which CPD credit will be recognized for watching archive programs vary by province. If you are viewing the recording of the live webinar, please verify with your law society the circumstances under which they will recognize CPD hours for the recording.

Technical Information:

Live webinars allow you to hear and 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.

Satisfaction GuaranteeSatisfaction Guarantee:
At Seminar Partners, we’re proud of the quality of our programs and presenters. An overwhelming 98% of our participants say they would recommend the program they have taken to their colleagues. If, after having attended a program in its entirety, you are not satisfied that the program has enhanced your understanding of the subject, and you notify us of this in writing the same day, we will give you a credit toward another program of comparable price.

Who Should Attend

Lawyers practicing in the areas of estates law, family law and tax law will be interested in this program.

About the 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:

  • Using estate freezes for business succession planning and tax savings
  • Avoiding common pitfalls
  • Opportunities to drive more tax efficiency

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!

Meet Your Presenter

Jos Herman

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.

Schedule (Eastern)

12:00 pm - 1:30 pm

Welcome and Opening Remarks

What is an Estate Freeze?

How an Estate Freeze Works - Examples

Why Implement an Estate Freeze?

When a Client Should and Should Not Implement an Estate Freeze

How to Implement an Estate Freeze - Examples

Altering an Estate Freeze

Other Considerations

Program Wrap-up and Evaluation

Praise for Past Programs

"Excellent presenter - well organized, thorough and very practical."

"Appreciated all the personal examples and explanations."

"Very informative, polished presentation."

"I’ve been doing wills work for 5 years and found everything useful."

"Immensely helpful. Would definitely recommend."

"All in all, probably the best and most practical [time] that I have ever spent on CLE."
Register
Returning Registrant

Registration Fees

All costs are in Canadian dollars before taxes.

HST/GST: 848208492

Until November 29, 2024

Understanding the Estate Freeze, with Jos Herman, Thursday, December 12, 2024
$140.00

After November 29, 2024

Understanding the Estate Freeze, with Jos Herman, Thursday, December 12, 2024
$165.00

Groups Save!

Register 3+ attendees and save up to 25%. See our group discounts here. Contact jennifer@seminarpartners.ca.

For program information contact:

Jennifer Snoyer at
Tel. 647.352.8633 or
1.866.606.4212
Email: jennifer@seminarpartners.ca

For technical information or assistance using this site contact:

Support Team at:
Tel: 613.723.1166
support@myconferencesuite.com