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Jun 7, 2017: 09:00 - 10:00

Estate Planning Issues for Blended Families: How to Maintain Harmony While Protecting Your Assets

Archive Now Available!

Rachel L. Blumenfeld and Ed Esposto

Estate Planning Issues for Blended Families: How to Maintain Harmony While Protecting Your Assets

Date: Wednesday, June 7, 2017
Time: 9:00 - 10:00 a.m. ET


Blended families are increasingly becoming the norm in Canada. To minimize disputes and protect the interests of all involved, it is important to consider the legal, financial and practical issues that arise in blended families.

In this webinar, our panel of speakers will discuss:

  • Family dynamics and the estate plan in blended families
  • Pitfalls of jointly-held assets
  • Step-children and “step” grandchildren: Are they part of the plan?
  • Marriage contracts and other family law considerations
  • Legal structure versus practical reality
  • Use of spousal trusts with blended families
  • The new principal residence exemption rules and the effects on estate planning in blended families

External Speaker: Resa Eisen - Director and Founder, Marathon Mediation

CPD for Lawyers: 1 Substantive Hour


Areas of Expertise

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