2024 Agenda
“Why don't you make like a tree and get outta here?”
Avoiding the family estate fight prior to litigation
Tips on key legal tools in agreements and wills along with structures to prevent litigation when addressing issues of significant differences in estate beneficiaries
Structuring with the crown in mind (minors and disabilities)
Developing clear family conferences
“Doc, you're my only hope”
Preparing for the fight
Capacity attacks and undue influence attacks
Equitable transaction reversal and retroactive planning
Impact of USA and agreements on litigation
Family agreements ahead of will planning
Roads? Where we're going, we don't need roads
A history of agriculture taxation and farm planning across the prairies
Key decisions for farmers to examine as they move into a new economic reality
Planning concerns in the years ahead
IT’S YOUR KIDS!
Something’s Gotta Be Done About Your Kids!
Use of trusts for divorce, age restrictions, early share transfer and practical application
Planning with life estates for control
Make it a good one!
Capital gain planning: re-evaluating and comparing our past plans in light of new changes
Opportunities to multiply the capital gains exemption
Stop loss planning
Debt forgiveness
Tips and traps.