Wills Group Presentation

WHO GETS MY ESTATE? How do I plan my will? Larry P. Carr, Q.C. August 31, 2009 Participants in this discussion group are advised that this is a “public” meeting, and that no solicitor-client privilege attaches to any disclosure made to the group discussion Leader. Further, participation does not create a solicitor - client relationship and does not prevent the group discussion Leader from accepting a retainer from anyone adverse in interest to any of the participants. Tel. 780.425.5959 / Fax. 780.423.4728 / mail@carrlaw.com / www.carrlaw.com 900 The Phipps-McKinnon Building, 10020 - 101A Avenue, Edmonton, Alberta,T5J 3G2 1 Carr & Company

Your Business Law Strategic Partners ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],2 Carr & Company

Wills / Enduring Powers / Living Wills ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],4 Carr & Company

Wills and Estate Plans - What’s the Difference? ,[object Object],[object Object],[object Object],5 Carr & Company

Estate Planning - Where do I start? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],6 Carr & Company

ESTATE ASSETS What are estate assets? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],7 Carr & Company

ESTATE PLANNING Avoiding or deferring capital gains ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],9 Carr & Company

ESTATE PLANNING Avoiding probate fees ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],10 Carr & Company

ESTATE PLANNING Life Insurance and Charitable Gifts ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],11 Carr & Company

Executors ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],12 Carr & Company

Guardians & Beneficiaries ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],14 Carr & Company

Testamentary Trusts ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Powers of Executors ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],15 Carr & Company

WILLS Pitfalls to avoid ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],16 Carr & Company

Cost ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

WILLS and ESTATE PLANS Steps to take ,[object Object],[object Object],[object Object],[object Object],[object Object],17 Carr & Company

Wills Group Presentation

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