Join the Grande Prairie Chapter of CPAs as they host an insightful session on Certified Executor Advisor-Professional Development Presentation by Blaire Webster.
Agenda
- 7:00 a.m.: Breakfast
- 7:30 a.m. – 8:30 a.m.: Presentation
- 8:30 a.m. – 9:30 a.m.: Networking
Topics
- Understanding Personally Owned Insurance – Overview of life insurance policies individuals may own, including term, whole life, and universal life.
- Corporate-Owned Life Insurance – Explanation of key person insurance, business loan protection, and corporate-funded buy-sell agreements, along with their implications for executors.
- Special Types of Trusts – Discussion on common trusts an executor may encounter, such as testamentary trusts, spousal trusts, Alter Ego Trusts, and Estate Freezes.
- Executor Responsibilities and Challenges – Key duties when dealing with insurance proceeds and trust assets, potential pitfalls, and best practices for ensuring compliance with legal and tax requirements.
Event details
- Date: Tuesday, March 11
- Time: 7:00 a.m. – 9:30 a.m. MDT
- Location: Frontier Eatery & Seafood ( 9816 107 St. Grande Prairie, AB, T8V 7W3
Note: Refunds up to seven days before the event but the Eventbrite's fee is non-refundable.