Join Us for the Next Seminar!

Estate planning for family cottages presents unique challenges that blend emotional dynamics with legal and tax considerations. This session will explore the key issues advisors must navigate when incorporating a cottage into an estate plan. It will examine suitable ownership structures, and address behavioural factors like heir compatibility and strategies for resolving potential conflicts. The session will also delve into critical tax and financial planning elements, including considerations when determining the adjusted cost base, funding tax liabilities through tools like life insurance, and equalizing the estate among beneficiaries. Attendees will gain practical insight into how to balance family expectations with legal and tax obligations to create a sustainable and fair cottage succession plan.

Individual Seminar Pricing: Members $125 | Active Students/Affiliates/Associates $75 | Non-Member $175

IMPORTANT NOTICES: 

1. On-demand viewing is available for Branch Bundle registrants. For more information on the STEP Winnipeg Branch Bundle, click here. Individual seminar registration provides access to the in-person seminar only.

2. Delegates must sign-in at the registration desk upon arrival to the venue to receive CPD/CE credits.

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