Update for Professionals Breakfast*
*By invitation only
Tuesday, May 17, 2016
The Four Seasons Hotel – Le Pavillion
791 West Georgia Street
Full Breakfast 7:30am / Presentation 8:00am to 9:15am
Registration is $25 with all proceeds going to BC Lions Society
Trusts and Family Law – Anna Laing, LL.B. – Farris LLP
Good planning for clients can involve the use of trusts. What is good from a planning perspective may prove thorny when family law disputes arise between those persons interested in the trust and their spouses. Anna Laing will provide her perspective on the current approach of the courts to trusts and trust interests in family law disputes.
Your 2016 Corporate Life Insurance Check List – Jack J. Shaffer, CFP, CLU, ChFC – ZLC Financial
Jack Shaffer will discuss timely tips, suggestions and strategies for corporate owned life insurance before the new taxation changes take effect. He will also review a checklist for corporate life insurance.
About the Speakers:
Anna Laing, LL.B. – Farris LLP
Anna’s practice bridges estates and family law and she has a particular interest in how these areas of law intersect. Anna’s experience ranges from estate litigation and estate administration, estate planning and family law.
Anna is a sought-after contributor to continuing legal education seminars in both her areas of practice and is a contributing author to the Continuing Legal Education Society of BC’s Family Law Sourcebook, and British Columbia Probate & Estate Administration Practice Manual.
Jack J. Shaffer, CFP, CLU, ChFC – ZLC Financial
Jack re-joined ZLC Financial in 2009 after spending 9 years as vice-president of advanced marketing for a national managing general agent. Jack has lectured extensively to professional groups including Institute of Chartered Accountants of BC (ICABC), as well as individual accounting and legal firms. He is co-author of, and has been instructor for, both the introductory and the advanced life insurance courses for ICABC. Jack has addressed many insurance industry meetings in both Canada and the U.S., including the Million Dollar Round Table, Top of the Table and the Conference of Advanced Life Underwriting.