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February 28, 2018 - Estate Planning: a Guide to Protecting Your Legacy - Workshop
Creating a Will and Estate Plan is extremely important for people who are concerned about leaving property for the people and organizations they care about. Join us at this Estate Planning Workshop to learn the various legal, accounting, and financial considerations in having an estate plan while protecting your business and personal assets.
In this workshop you will learn:
- The benefits for having a Will and an Estate Plan in place
- The roles of executors, probate fees and the type of assets that are taxed at one’s death
- Types of Estate Trusts
- As a business owner, funding mechanisms to cover estate tax without losing the working capital you need for your business
- Sasha Ramnarine, Lawyer at Remedios & Company
- Sonia Parmar, Senior Manager at David Pel & Company
- Jamal Khan, Author and Founder of Jamal Khan Financial Group
Date and Time
Wednesday Feb 28, 2018
7:45 AM - 10:00 AM PST
Wednesday, February 28, 2018
Registration: 7:45 am
Program: 8:00 - 10:00 am
Location
Surrey Board of Trade Conference Room
101-14439 104 Avenue, Surrey
Fees/Admission
General Admission: $35 + GST
SBOT Member Admission: $25 + GST
Contact Information
Mirdula Babu
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