Issues with Do – It – Yourself Estate Planning | Episode 58

1 Star2 Stars3 Stars4 Stars5 Stars (No Ratings Yet)
FinancialPodcast.CA: Interviewing Professionals
Issues with Do – It – Yourself Estate Planning | Episode 58

1) Holograph Wills.
2) Making an Asset Joint.
3) Mom Keeps Cash Only.
4) Loans to Adult Children.
5) Leaving the House to the Cat.

Guest:  Shannon James

Shannon is an Associate with Carscallen LLP in Calgary. Shannon has represented clients in a variety of estate, trust and incapacity matters including the roles and duties of executors, trustees, guardians, attorneys and agents. She has also been involved with the interpretation and validity of wills, the removal and replacement of personal representatives and trustees, and the interpretation, variation, and termination of trusts.
Shannon is a member of the Law Society of Alberta, the Society of Trust and Estate Practitioners (STEP), the Canadian Tax Foundation (CTF), the Canadian Bar Association, and the Calgary Bar Association.

Shannon James
Carscallen LLP

Centrium Place
900, 332 6 Avenue SW
Calgary, Alberta T2P 0B2
Phone: (403) 298-8445
Fax: (403) 262-2952

Leave a Reply

Your email address will not be published. Required fields are marked *