ZLC Financial’s Estate Planning Seminar: Key Insights & Takeaways
On January 29, 2025, ZLC Financial hosted their annual Estate Planning Seminar at the Terminal City Club in Vancouver. The event provided attendees with valuable insights into the latest developments in estate planning, with a focus on new tax legislation and strategies for optimizing asset preservation.
Renowned expert Dr. Lee Hausner delivered the keynote address, sharing her expertise on navigating the complexities of family business succession. She emphasized the importance of strategic planning and open communication to ensure a seamless transition across generations.
Dr. Michael Moody, from Indiana University’s Lilly Family School of Philanthropy, explored the evolving landscape of philanthropy. He highlighted how younger generations are reshaping charitable giving with innovative approaches and a strong focus on measurable impact. While their core values align with those of previous wealth creators, their execution and methods for assessing impact have evolved significantly.
In the second half of the morning, Asif Abdullah, Partner at Thorsteinssons, provided his highly anticipated update on recent tax legislation. He offered valuable insights into the gaps between Canada’s Income Tax Act and the CRA’s administration of proposed changes, equipping attendees with a deeper understanding of the implications for estate planning.
Rounding out the day, Violet Smith and Aeronn Zlotnik, senior advisors at ZLC, shared their approach to comprehensive financial planning. They discussed the added value of working with ZLC and how their expertise enhances financial plans for both clients and partners.
Looking Ahead
ZLC Financial extends its gratitude to all speakers and participants for contributing to the success of this year’s seminar. The firm remains committed to providing valuable resources and insights to help clients and professionals navigate the evolving landscape of estate planning.
For access to seminar materials or to learn more about ZLC Financial’s estate planning services, please contact [email protected].
