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It’s Complicated: Estate Planning and Administration for the Modern Family

When it comes to estate planning and administration for the modern family, embracing change is an imperative.
No longer will traditional approaches set in the past based on simpler family structures meet changing client needs—and more so going forward as families continue to become even more complex.

Join this webinar from O’Sullivan Estate Lawyers LLP recognized as one of Canada’s leading trusts and estates legal boutiques and well known for its thought leadership and its expertise in serving the complex needs of families, domestically and in cross border and multijurisdictional succession planning and administration.

What you will learn:

This webinar will assist in identifying key issues advisers and their clients need to know about, including:

  • With more global families, the need for cultural intelligence as well as multijurisdictional expertise
  • Meeting the challenges of blended families
  • Implications of evolving definitions for who is a “parent,” “child,” “issue,” and “spouse”
  • Obstacles and conflicts when wills and trusts cross borders and who qualifies as a family member has a different meaning
  • Gender identity and fluidity and its impact on estate planning and administration, including drafting for a more inclusive future

Secure your place and learn solutions and approaches to deal with these evolving issues in estate planning and administration, including case studies.

For inquiries, please contact Jana Schilder, jschilder@osullivanlaw.com.

Wednesday, March 27, 2024, at 11:00 a.m., EST to 12:00 noon

View Recorded Webinar

View the Presentation

The comments offered in this article are meant to be general in nature, are limited to the law of Ontario, Canada, and are not intended to provide legal or tax advice on any individual situation. Before taking any action involving your individual situation, you should seek legal advice to ensure it is appropriate to your personal circumstances.