Protecting Your Wealth – Options for Maximizing your Estate Planning Goals

January 18, 2023 | Andrew C. Bateman, Kelsey Sherriff, Honor Lay | Calgary, Toronto, Vancouver

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 2: Protecting Your Wealth – Options for Maximizing your Estate Planning Goals will focus on the family patriarch of the well-off Dutton family, who is a widow with four adult children, one of whom is deceased and another adopted. He would like to consider further estate planning options, including trusts, that will best support his future goal of passing the family ranch to the next generation and protecting his family’s interests in general.

Invitation and registration details

Event dates

January 18, 2023

Event location

Webinar