Topic: Estate Planning for Blended Families
Presenters: Andrea Frisby, T.E.P.
When: Tuesday, March 11th
Time: 12pm
Duration: 1 hour
Where: ZOOM
CE:1
COST: $30.00 member, $75.00 non-member
Description: Recognized in The Best Lawyers of Canada for her proficiency in Trusts and Estates, Andrea will explore various aspects of estate planning relevant to blended families. This session will cover considerations that come up when acting for both spouses and the potential for conflict of interest, structures to maximize a plan that benefits the “whole” blended family, including testamentary spouse trusts, residence trusts and assets that can pass outside of the estate (e.g. beneficiary designations, life insurances and jointures). Andrea will also consider how marriage and cohabitation contracts can support the planning. If there is time, Andrea will also talk about planning strategies for incapacity and naming substituted decisions makers for blended family circumstances.