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Using Beneficiary Designations

in Estate Planning

with Jos Herman

Thursday, October 9, 2025

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 September 19, 2025
$150.00 + HST

Register after September 19, 2025
$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 1.5 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 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

This program will be of interest to trusts and estates lawyers, corporate lawyers, and general practitioners involved in estate planning or administration.

About the Program

A beneficiary designation is a simple, informal way to pass certain types of benefits to a beneficiary outside one’s estate. Or is it? Attend this program with tax and estate planning expert Jos Herman and gain critical insight into how beneficiary designations interact with - and sometimes conflict with - the broader estate plan, potentially leading to disputes, tax surprises, and unintended consequences. You will learn:

  • when and how beneficiary designations override the will
  • tax implications of naming an adult child as a beneficiary and why the estate may be on the hook
  • how to structure plans for efficient probate and estate administration
  • whether and when an attorney for property can update a beneficiary designation
  • strategies for extracting value from corporations using designations

Don’t risk gaps in your client’s estate plan. This convenient, practical webinar will help you ask the right questions, spot red flags, and ensure your client’s entire plan works together - from wills to registered accounts to corporate assets. Secure your spot today!

Meet Your Presenter

Frank Byl

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

Role of beneficiary designations in estate planning

Structures that provide for beneficiary designations

Types of beneficiary designations

Advantages, disadvantages and limitations to beneficiary designations

Coordination of beneficiary designations with other estate planning tools

Taxes

Common beneficiary designation mistakes

Additional practice pointers

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 September 19, 2025

Using Beneficiary Designations in Estate Planning
$150.00

After September 19, 2025

Using Beneficiary Designations in Estate Planning
$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

For technical information or assistance using this site contact:

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