To purchase this video please click “Add to Cart”.
Login to watch this video if you have a subscription. Learn more about subscriptions.Delve into real-life estate planning cases, highlighting mistakes and unforeseen changes, and offering strategic solutions. In the world of large or complex estates, single-perspective planning often leads to unraveling complexities. This presentation examines several cases where comprehensive planning perspectives, including legal, accounting, financial planning, succession planning, philanthropy, insurance, and more, were crucial. Discover how integrating these perspectives can remedy or enhance estate plans, ensuring long-term success and security for a family legacy.
Brad is a member Northwood’s family office advisory group, working with families in the areas of goals based financial planning, investment management, tax planning, and next generation education. In addition to his work with families, Brad is actively involved with Northwood next generation education and regularly contributes to Northwood's Thought Leadership Newsletter. Prior to joining Northwood, Brad worked as a Director a single-family office in Toronto, where he was responsible for the financial planning and reporting, investment management and taxation for the family office. Prior to that, he was CFO for BAMSS Group of Companies, a large privately owned family business in Alberta. Brad also worked at Mowbrey Gil – a mid-sized CPA firm – as a Senior Manager where he focused primarily on tax planning for individuals and privately held businesses.
*see individual programs and jurisidictional allowances for accredited hours/requirements for Canadian law societies.
See how easy it is to complete your legal and finance Continuing Professional Development online.
Call us at 1-888-295-4868 or send us an email.
*see individual programs and jurisidictional allowances for accredited hours/requirements for Canadian law societies.
