- Free to attend
- Under consideration by the Law Societies of BC & ON
ADB Insights is launching the Ontario Estates Forum in October, 2020, the second in a national series. The forum will be held virtually on Whova – a virtual event platform. By being virtual, it offers speakers and participants a unique and engaging way to connect with the broader estate planning ecosystem in an innovative format.
Ontario is unique. It has a rapidly expanding population, is on the edge of the largest intergenerational transfer of wealth in history and it has a large number of high-net-worth individuals and families based in – and relocating to – the province. This leads to both opportunities and challenges when it comes to estate planning, management and execution.
The purpose of the Ontario Estates Forum is to shine a light on the key contexts, drivers, challenges and opportunities for professional advisors in the province’s estate planning ecosystem. In light of the economic and social impact from COVID-19, it will present a picture of what it means for assets and businesses underpinning individual estates and for the advisors involved with managing them. The evolving role of innovation in the estates ecosystem – another key driver – will also be covered. And – finally – the forum will provide an opportunity for members of the estate planning ecosystem to engage with each other.