BC Estates Forum | Online | Afternoons of June 9th + 10th, 2021

Wednesday, Jun 9, 2021 at 12:00 PM to Thursday, Jun 10, 2021 at 4:30 PM PDT

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Wednesday, Jun 9, 2021 at 12:00 PM to Thursday, Jun 10, 2021 at 4:30 PM PDT

OVERVIEW


The BC Estates Forum returns in June 2021,with Hammerco Lawyers returning as the forum’s founding partner.

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. As the pandemic winds and our province enters a rebuilding phase, evolutions in this regard will have a substantial impact on how the estate planning ecosystem evolves in both the near, medium and longer term.

The purpose of the BC Estates Forum is to shine a light on the key contexts, drivers, challenges and opportunities for professional advisors in the province’s estate planning ecosystem. In light of the economic and social impact from the Covid-19 pandemic , it will present a picture of what it means for assets and businesses underpinning individual estates and for the advisors involved with managing them. The evolving role of innovation underpinned by technology - another key driver - will also be covered. And - finally - the forum will provide an opportunity for forward thinking members of BC’s estate planning community to engage with each other.

STRUCTURE
  • Online Forum over 2 afternoons - June 9th + 10th, hosted on Whova, a virtual events platform.

  • 8 x sessions of 60 minutes each, 3-4 presenters per session.

  • Presentations from subject matter experts on areas related to the key themes of the forum.

ACCREDITATION

  • Lawyers: CPD (BC Law Society) accredited for 8 hours of CPD credits by LSBC
  • Financial Planners:BC Estates Forum qualifies for 8 FP Canada-Approved CE Credits (ID: 8985)
  • Insurance Specialists:BC Estates Forum is under review.
  • Accountants: can register attendance as verifiable CPD credits.

 

THEMES

  • Regulatory Review: WESA and the BC estates ecosystem in 2021.
  • Collaborative estate planning in action.
  • The estates sector and innovation in a disruptive era.
  • The evolving role of trusts in estate planning.
  • Protecting vulnerable individuals and their estates.
  • Estate planning in the digital age.
  • Managing multi-jurisdictional estates in British Columbia.
  • Navigating estates disputes.

Andrew Bowyer

Andrew Bowyer is the founder of ADB Insights - a Vancouver based media and consulting company. ADB Insights convenes forums, workshops and digitally based platforms focused on change in the professional services sector - including the Canadian Legal Innovation Forum and The Canadian Estates Forum. It also provides consulting services for companies’ business development, strategy and content. Andrew has also worked as an editorial consultant/writer for Bloomberg Law for projects focused on the US legal market. Andrew spent the first 13 years of his career in London and New York in various, globally focused roles at the Financial Times, Bloomberg and a strategy consulting firm focused on the global legal sector. He returned to Vancouver to set up ADB Insights in 2018. Email: andrew@adbinsights.com

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