2021 BC Estates Forum | On Demand Version

You can access the forum on demand until September 10th, 2021 by purchasing a ticket from this site. Once you've purchased the ticket we will give you access
to the forum's virtual website. All of the full panel recordings are available on demand.

The BC Estates Forum returns in June 2021,with Hammerco Lawyers returning as the forum’s founding partner.

BC is unique. It has a rapidly expanding population, is on the edge of the largest intergenerational transfer of wealth in history and it has a large number of high-net-worth individuals and families based in - and relocating to - the province. This leads to both opportunities and challenges when it comes to estate planning, management and execution. As the pandemic winds and our province enters a rebuilding phase, evolutions in this regard will have a substantial impact on how the estate planning ecosystem evolves in both the near, medium and longer term.

The purpose of the BC Estates Forum is to shine a light on the key contexts, drivers, challenges and opportunities for professional advisors in the province’s estate planning ecosystem. In light of the economic and social impact from the Covid-19 pandemic , it will present a picture of what it means for assets and businesses underpinning individual estates and for the advisors involved with managing them. The evolving role of innovation underpinned by technology - another key driver - will also be covered. And - finally - the forum will provide an opportunity for forward thinking members of BC’s estate planning community to engage with each other.

• Online Forum over 2 afternoons - June 9th + 10th, hosted on Whova, a virtual events platform.
  
  
• 8 x sessions of 60 minutes each, 3-4 presenters per session.
  
  
• Presentations from subject matter experts on areas related to the key themes of the forum.
  

ACCREDITATION

• Lawyers: CPD (BC Law Society) accredited for 8 hours of CPD credits by LSBC
• Financial Planners:BC Estates Forum qualifies for 8 FP Canada-Approved CE Credits (ID: 8985)
• Insurance Specialists:BC Estates Forum is under review.
• Accountants: can register attendance as verifiable CPD credits.

THEMES

• Regulatory Review: WESA and the BC estates ecosystem in 2021.
• Collaborative estate planning in action.
• The estates sector and innovation in a disruptive era.
• The evolving role of trusts in estate planning.
• Protecting vulnerable individuals and their estates.
• Estate planning in the digital age.
• Managing multi-jurisdictional estates in British Columbia.
• Navigating estates disputes.