Final Considerations to Maximize your Estate Planning Goals

March 15, 2023 | Kelly A. Charlebois, M. Elena Hoffstein, Gwenyth Stadig, Alexander Swabuk | Toronto, Vancouver, Waterloo Region

Miller Thomson’s Private Client Services group and Estate Litigation team are pleased to present a 4-part monthly speaker series on Estate Planning through the Generations, which follows one family at various junctures and explores their relevant estate planning considerations. Loosely based on the Dutton family in the hit show “Yellowstone”, each month we will delve into the estate planning issues and needs of family members as they transition to new life stages.

Part 4: Final Considerations to Maximize your Estate Planning Goals will focus on the Dutton family patriarch, who is approaching retirement age and planning to turn the management of the family ranch over to his son and son-in-law. Because he has not updated his will in quite some time, he plans to do so soon and expects to mention his grandchildren but does not feel the need to include his son-in-law, as he previously gifted him a property. In addition, he is seeking to remove one of his children from the will and is unsure how to handle the estate of another recently deceased child. To preserve the legacy of the ranch and his family, he is also interested in making a charitable donation.

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Event dates

March 15, 2023

Event location