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Estate planning council of calgary

Eclectic Elegance in Estate and Succession Planning

  • Monday, October 02, 2023
  • 5:30 PM - 8:00 PM
  • Calgary Golf and Country Club


Eclectic Elegance in Estate and Succession Planning

A number of modern issues have created a great deal of complexity for estate and succession planning.  Some of these are societal, such as non-traditional families and geographic mobility.  It is common for heirs and assets to be located in different jurisdictions and even continents.  Some issues are regulatory, such as FATCA, increased transparency and constantly evolving tax laws.  How is a planner to assimilate these complexities and produce an effective and elegant estate and succession plan that protects clients in the way they wish?

Robert Worthington is a tax partner at Field Law LLP and handles a significant number of cross-border matters.  He works with business owners and introduces a framework to help other practitioners simplify the complexity in both domestic and cross border situations.

YOUR REGISTRATION OPTIONS ARERegistration is required for in person attendance.

REMINDER:  If you are a Member paying the ALL INCLUSIVE annual rate, you must still register for the event at no charge.  

Please note:

To ensure that The EPCC is able to provide accurate numbers to the Calgary Golf and Country Club, we ask that you register both yourself and your guest (where applicable) no later than the Thursday evening prior to the event. Registration is not transferable.

We also remind you that the Calgary Golf and Country Club has a strict NO DENIM and NO CELL PHONE policy and we ask that all members adhere to these requirements.

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