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Using Trusts in Estate Planning

with Richard Niedermayer

Wednesday, October 30, 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 October 11, 2024
$140.00 + HST

Register after October 11, 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. There is no video feed of the presenter(s). 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

This program is designed for all lawyers who want to improve their understanding of the purpose and functionality of trusts in estate planning.

About the Program

Are you new to trusts or looking to refresh your understanding of how trusts are used in practice? Join noted trusts and estates practitioner Richard Niedermayer for this practical, introductory-level dive into the what, why, when and how of trusts. Richard will translate complex trust concepts into simple, understandable terms, making it easier for you to see how trusts can help support your clients’ estate planning goals. You will:

  • get to know the key types of trusts and their role in estate planning
  • learn how to use trusts to meet diverse client needs, including protecting family assets and managing estate taxes
  • understand the pros and cons of different trusts to solve common estate planning challenges
  • benefit from expert guidance about how to successfully implement trusts as part of your clients’ overall estate plans

Don’t miss this opportunity to enhance your understanding of trust fundamentals and learn how trusts can help you create a customized estate plan that reflects each client’s personal circumstances. Reserve your spot now and take the first step towards becoming more proficient in this crucial area of law.

Meet Your Presenter

richard-niedermayer

Richard Niedermayer, KC, TEP is a partner in the Halifax office of Stewart McKelvey and a leading Canadian practitioner in trusts, tax and corporate law. He works primarily with individuals and owner-managed and family businesses on a range of estates, trusts, tax, and corporate matters. Richard is a Past Chair of the CBA’s Nova Scotia and National Wills, Estates and Trusts Sections, a Past Chair of the Atlantic Canada Branch of the Society of Trust and Estate Practitioners (STEP) and currently Deputy Chair of STEP Canada. He is also a member of the Canadian Tax Foundation. Richard is listed by Best Lawyers for Trusts and Estates and Corporate Law, by Lexpert for Estate and Personal Tax Planning/Estate Litigation, and by Who’s Who Legal Canada for Private Client. He holds a BV Distinguished peer reviewed rating from Martindale Hubbell and the TEP designation from STEP. In 2021, he received the STEP Founder’s Award. Richard is a frequent speaker and writer on trusts, tax and corporate matters.

Schedule (Eastern)

12:00 pm - 1:30 pm

Welcome and Introduction

What is a Trust?

Taxation of Trusts

Trusts for Probate Planning

Inter Vivos Trusts

Alter Ego & Joint Partner Trusts

Testamentary Trusts

Bare Trusts

Client Checklist

Conclusion

Program Wrap-up and Evaluation

Praise for Richard Niedermayer

"Very practical presentation that dealt with matters that arise constantly in my practice."

"Good practical info. I do a lot of this work and found it very useful."

"Excellent coverage of the topic. Right on point."

"Enjoyed the practical approach. One of the best CPD programs I have ever experienced."

"A dream presenter. Knowledgeable but very down to earth. Answers questions we deal with every day."

"Excellent. I do a lot of work in this field, and I learned several new things."

"Very impressed. Excellent value."
Register
Returning Registrant

Registration Fees

All costs are in Canadian dollars before taxes.

HST/GST: 848208492

Until October 11, 2024

Using Trusts in Estate Planning with Richard Niedermayer, Wednesday, October 30 2024
$140.00

After October 11, 2024

Using Trusts in Estate Planning with Richard Niedermayer, Wednesday, October 30 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

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