Estate Planning and Trust Services for Credit Union Customers. Episode 29
1) What Concentra Trust is.
2) Estate planning and trust services with a broker.
3) Identifying the right client for this service.
4) Bringing in the experts.
Guest: Jandy John, the Director of Business Development at Concentra Trust.
Jandy is a trust professional with extensive experience managing fiduciary appointments involving a broad range of structures including trusts, estates, guardianships, powers of attorney and corporations. Jandy is well versed in creating comprehensive technical and tax efficient estate planning solutions that brings together the personal and emotional objectives that often influence estate, trust, and incapacity planning.
Because Jandy has experiences at several major financial institutions and leading trust companies, she draws from a wide range of best practices an provide pragmatic and customized solutions.
Jandy is also an advocate of helping women advance in the trust industry.
Wealth Strategy Planning - Changing the Way Canada Plans. Episode 23
1) Discuss John’s and what inspired him to write it.
2) The difference between a wealth strategy plan and an estate plan.
3) How to simplify the estate planning process.
4) The significance of unanticipated events.
5) The dangers of relying solely on a Will based estate plan.
6) The training to specialize in estate planning.
7) The role insurance plays in estate planning.
8) Will kits.
9) Other tools in the estate planning toolkit.
Guest: John Askin, the founder of Wealth Strategy Group.
John has degrees in both Commerce and Law and is a member of the Law Societies of both Alberta and British Columbia. In addition to advising high net worth clients and families, John also works with corporate clients Sun Life, TD Evergreen, CIBC, Investors Group, the Berkshire Group, Manulife Financial, Scotia McLeod, and the Hong Kong Bank. He is the past president of the Estate Planning Council of Edmonton and current member of the Vancouver Estate Planning Council and the Canadian Tax Foundation. He has written papers for both domestic and international publications. His book “For Love, Not Money” is a great resource for those that don’t realize the importance of a well constructed estate plan.
Estate planning and asset protection with an estate lawyer
-Why do people add their (adult) kids to their homes and bank accounts?
-Why are cabins such a problem in estates?
-My spouse gets everything when I die, right?
-What happens with assets with the second marriage?
-What do business owners need to consider?
Lynne Butler, BA LLB TEP
Lynne was first called to the Alberta Bar in 1986. She moved home to Newfoundland and Labrador in 2012 and was called to the bar here. Lynne have always worked in wills, probate, trusts, powers of attorney, estate litigation, and elder law.
Lynne is the chairperson of the Wills and Estates section of the Newfoundland Bar Admission Course. I am a Course Facilitator (online teacher) for the Legal Writing, Legal Research and Legal Drafting sections of the Alberta Bar Admission Course.
She is the editor of MC², the national magazine of Mensa Canada.
She is the former host of “The Law Show”, a weekly radio program on VOCM Radio.
Lynne has been interviewed about estate-related matters by CPAC, BNN, CityTV, Global TV, CBC Radio, VOCM Radio, the Wall Street Journal, the Globe and Mail, the Edmonton Journal, the Vancouver Province, the Toronto Star, the Montreal Gazette, Maclean’s Magazine, Today’s Parent Magazine, Succession Planning Magazine, Canadian Lawyer Magazine, Cottage Magazine, Advisor’s Edge Magazine, Momstown Magazine, Caregiver Solutions Magazine, and numerous websites.
Lynne is the author of 9 books about estate planning, with the 10th being published in the fall of 2018, and one book about legal history.