ADB Insights - with Hammerberg Lawyers as the founding partner - is launching the inaugural BC Estates Forum in June, 2020. In response to the current COVID 19 situation, the forum will be held virtually via Whova - a virtual event platform. By being online, it offers sponsors, speakers and participants a unique and engaging way to reach and connect with a broader audience in an innovative new format.
BC is unique. It has a rapidly expanding population, is on the edge of the largest intergenerational transfer of wealth in history and it has a large number of high-net-worth individuals and families based in - and relocating to - the province. This leads to both opportunities and challenges when it comes to estate planning, management and execution. Recent developments around COVID-19 will no doubt also have an important impact on how the estate planning sector evolves in both the near and long term.
The purpose of the BC Estates Forum is to shine a light on the key contexts, drivers, challenges and opportunities for professional advisors and family offices involved in the estate planning ecosystem. The goal for those who access and are involved with the forum is to get access to the latest, high-level thinking on topics that are core to their practices, administration and management within the estate planning ecosystem. In light of the impact from COVID-19, it will also help give participants a clear picture of its immediate impact on the estate planning sector and the assets, businesses and operations of individual estates and changes participants in the estates ecosystem can anticipate in the next 12-18 months.
Structure:
- Online Forum over 2 days - afternoons of June 10th + 11th between 1-5pm, hosted on Whova, a virtual events platform. Link for forum is: https://whova.com/web/bcest_202006/
- 8 x sessions (panel discussion format) of 50 minutes each, 3-4 speakers per panel
- A lead-in presentation setting the current socioeconomic context for estate planning by a prominent Canadian economist highlighting the impact of Covid-19 on the economy in BC, Canada and globally. It will be complemented by presentation from a senior specialist in restructuring business and real estate assets and operations, including in recessionary times.
- Presentations from subject matter experts on areas related to the key themes of the forum (outlined below).
Accreditation Details.
- Lawyers: CPD (BC Law Society) accredited for 7 hours of CPD credits by LSBC
- Financial Planners: BC Estates Forum qualifies for 7 FP Canada-Approved CE Credits
- Insurance Specialists: BC Estates Forum qualifies for 6.5 hours of CE credits from Advocis
- Accountants: can register attendance as verifiable CPD credits.
