Join Ingrid M. Tsui, Partner at Alexander Holburn Beaudin + Lang LLP, as she presents at The Continuing Legal Education Society of British Columbia: Wealth Preservation and Succession for the Family Enterprise 2026.
This program explores key strategies for preserving wealth and planning for succession within family enterprises. Attendees will gain practical insights into estate planning tools and techniques, tax considerations for family succession, joint tenancy structures, and how to navigate estate planning discussions with family enterprise clients. The course also examines the intersection of family law and wealth preservation.
Ingrid will be presenting on Joint Tenancies, covering:
- how to create a joint tenancy
- benefits of joint tenancies
- filing considerations affecting joint tenancies (including real property and trusts, such as bare trusts)
- risks and potential pitfalls, including how to avoid unintended outcomes
