Estate Planning Tools
For the family business
PAY IT FORWARD BY PASSING DOWN WEALTH TO THE NEXT GENERATION.
LEARN HOW TO DO IT.
Estate Planning Panel Discussion
Wednesday, October 28, 2020, 5:30-7pm
This event is about:
1. Protecting you, your family and assets. 2. Preserving your legacy.
3. Enabling you to make on the best plans for your unique situation.
YOU can prevent complications, confusion and stress later on by planning NOW.
You'll be thanked for this!
Let our panelists be your guide in this important event.
Kathleen and Blair are lawyers with Dwyer Tax Law in Victoria. Dwyer Tax Law focuses on tax and estate planning strategies. This includes the preparation and implementation of customized estate and succession plans based on the unique planning goals of the client. Plans often make use of numerous planning tools, including trusts, corporate reorganizations, wills, probate bypass structures, family agreements, income-splitting strategies, and advance positioning to take advantage of post-mortem strategies.
As a Senior Trust and Estate Consultant with CIBC Trust Corporation, Brian believes that a key component of any wealth management plan is an estate plan; one that protects you and your family, your assets, preserves your legacy and ensures that your plans occur as you desire. Administering an estate, trust or acting as an attorney for property is time consuming and requires a knowledge of many different areas. Brian and his team at CIBC Trust have the expertise to execute, or assist others with the execution of those roles effectively and efficiently, thereby relieving the burden of the administration from those appointed and allowing them to focus on what matters most.
Susan Snell, CPA, CA
As a founding Partner of Cameron Izard Snell LLP, Susan has a record of building enduring client relationships through personalized service and quality work. Her focus includes tax planning for individuals, professionals, and owner-managed businesses, with a specialization in corporate reorganizations, estate and will planning.
Previously a senior manager at an international firm, Susan brings years of experience and knowledge to each of her clients combining the benefits of big firm experience with small firm service.
Jo-Ann Zelen, CPA, CA
Jo-Ann is a Principal at Cameron Izard Snell LLP. Previously working at an international firm, she brought many years of experience providing tax advisory services when she took up her current role at CIS. Jo-Ann has extensive knowledge in U.S. personal and trust tax compliance, advising clients on the process of both US and Canadian personal tax compliance and planning.
She is one of Victoria’s leading U.S. tax practitioners and is committed to excellence, built upon years of advanced training and technical experience.
A business family affair.
FBA - your business family.
To promote the sustainability and growth of Vancouver Island business families by providing education and support through community and shared experience.
We are an engaged and supportive community of vibrant Vancouver Island business families and advisors who connect, share ideas and learn from each others’ unique experiences.
Our organization has been providing a community of support to family businesses on Vancouver Island since 1999. We help families in business succeed through shared experience, education and resources. FBAVI is where Vancouver Island business families go to connect, grow and learn for sustainable success across generations.