We think you have liked this presentation. If you wish to download it, please recommend it to your friends in any social system. Share buttons are a little bit lower. Thank you!
Presentation is loading. Please wait.
Published byConor Shorey
Modified over 4 years ago
The Five Costliest Mistakes in Estate Planning By Tara R. Britnell
Five Problem Areas Wills Variation Act Joint Title Undue Influence Fraudulent Conveyance Act Incapacity
Wills Variation Act How to avoid it 1.No assets on death Joint Title Gifts before death Trusts 2.Explain the Will In writing Valid and rational reason
Joint Title Leading cause of estate litigation Why is it a good idea? The Problem: Resulting Trust The property goes back to the Estate Demonstrating Intention Transferors intention is key
Joint Title How to protect against resulting trust: Deed of Gift Independent legal advice Good notes Payment
Undue Influence Invalidates the transaction Coercion Protect against it BC Law Institute Guidelines
Fraudulent Conveyance Act Transferring property to defeat creditors Wills Variation Act creditors Family Relations Act creditors Best defence strategies Good notes Inform spouse
Incapacity Invalidates transactions How to spot it Preventative measures Meet with client alone Medical opinion Independent legal advice
Tara Britnell firstname.lastname@example.org@hdas.com Hamilton Duncan Armstrong & Stewart 1450 – 13401 108 th Avenue, Surrey, BC (604) 581-4677 www.HDAS.com
A Sensible Approach to Planning Your Estate
USC Office of Gift Planning
Estate Planning Presented By: Ben Reale, CFP. What is estate planning? Enables your wishes to be carried out after you are gone Can ensure your interests.
Your destination for estate planning seminars throughout michigan.
Commercial Law (Mgmt 348) Professor Charles H. Smith Bankruptcy Law (Chapter 30) Spring 2011.
Copyright © 2004 by Nelson, a division of Thomson Canada Limited CANADIAN BUSINESS AND THE LAW Second Edition by Dorothy Duplessis Steven Enman Shannon.
A Primer on Fraudulent Transfer Law F. Hale Stewart, JD, LLM, CAM, CWM, CTEP The Law Office of Hale Stewart Assetprotectionlawyerinhouston.com Author of.
© 2007 ME™ (Your Money Education Resource™) Estate Planning for Financial Planners Chapter 4: The Probate Process.
Estate Planning Wills Wills Trusts Trusts Insurance Insurance Class 8.
Do not put content on the brand signature area ©2014 Voya Services Company. All rights reserved. CN The Irrevocable Life Insurance Trust:
Texas Real Estate Contracts 4 th Edition © 2015 OnCourse Learning.
Estate Tax Law Update Castle Financial Advisors, LLC Like the Knights of Olde, Our Advisors Pledge to Help You Build & Fortify Your Financial Castle.
ESTATE PLANNING SEMINAR Harley K. Look, Jr. Katz, Look & Moison, P.C Lincoln Street, Suite 1100 Denver, CO
Estate Practice: Clients and Multiple Jurisdictions Michael J Perkins BUSINESS & ESTATE LAWYERS
Gift Tax. Why are gifts taxed? o Gifts were made to avoid estate taxes o Gifts were made to avoid income taxes o Taxes in general are for social welfare.
© 2004 ME™ (Your Money Education Resource™) 1 Estate Planning Chapter 13: Generation Skipping Transfers.
Wealth Management & Estate Planning Jeffrey M. Axelson, Esq. Axelson, Williamowsky, Bender & Fishman, P.C.
Copyright ©2004 Pearson Education, Inc. All rights reserved. Chapter 20 Estate Planning.
+ ESTATE PLANNING UPDATE Spring 2013 David M. Knasel, Esq. Dominion Business Law PLC Tysons Corner | Leesburg, VA
LBL7166 Allstate Insurance Company 1 Financial Focus Estate Planning for Uncertain Times Not FDIC, NCUA/NCUSIF insured * Not a deposit *
© 2018 SlidePlayer.com Inc. All rights reserved.