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Using Inter Vivos Trusts in Estate Planning

with Lynne Butler

Thursday, October 29, 2026

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 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 October 9, 2026
$150.00 + HST

Register after October 9, 2026
$175.00 + 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 1.0 Substantive hour and 0.5 Professionalism hours.

BC: This program has been approved for 1.5 CPD hours, including 0.5 hours of professional responsibility and ethics, client care and relations, and/or practice management.

SK: This program qualifies for 1.5 CPD hours (0.5 of which qualify as ethics 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 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 Guarantee Satisfaction Guarantee:
At Seminar Partners, we’re proud of the quality of our programs and presenters. If, after attending a program in its entirety, you are not satisfied that the program has enhanced your understanding of the subject, and you notify us in writing the same day, we will give you a credit toward another program of comparable price.

Who Should Attend

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.

About the Program

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!

Schedule (Eastern)

12:00 pm - 1:30 pm

Welcome and Introduction

When an inter vivos trust is and isn’t the right planning tool

Choosing the right trust for your client's objectives

Family trusts, alter ego trusts, joint partner trusts and other common structures

Selecting trustees, beneficiaries and trust assets

Tax implications and common planning pitfalls

Practical structuring considerations and key issues to address

Program Wrap-up and Evaluation

Meet Your Presenter

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.

Praise for Lynne Butler

“Super practical. I learned a lot.”

“Lynne is an excellent presenter - well organized, thorough and very practical. Appreciated all the personal examples and explanations she shared.”

“Lynne is my absolute favourite presenter! Fun, down to earth and I always learn something new.”

“Very pertinent and dense learning. Well organized and the right length. Excellent summary slides.”

“I stayed engaged the entire time. Appreciated use of actual cases. It makes the content more relevant.”

Register
Returning Registrant

Registration Fees

All costs are in Canadian dollars before taxes.

HST/GST: 848208492

Until October 9, 2026

Using Inter Vivos Trusts in Estate Planning with Lynne Butler
 $150.00

After October 9, 2026

Using Inter Vivos Trusts in Estate Planning with Lynne Butler
 $175.00

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

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