Estate Impacts of Family Financial Arrangements
How do financial arrangements between parents and their children affect estates of individuals? How can we help our clients proactively address these matters?
Topics include inter-vivas gifting arrangements, inheritance advances, family loans, joint tenancy, joint names on investment accounts.
Presented by Jason E. Sweeney, LLB
of Underwood Gilholme Wills & Estates
Jason E. Sweeney
B.A. (Hons.), LL.B.
Year of Call: Saskatchewan 1997, Alberta 2006
Jason is experienced in Estates, Wills, Trusts, Powers of Attorney and Personal Directives. He assists and advises clients on the many issues that arise regarding the preparation of their estate planning documents. Jason also advises executors and trustees on the myriad of concerns that may arise surrounding the administration of estates and trusts. He is also developing an interest in charitable giving and the role that philanthropy can play in estate planning.
Jason has provided seminars and presentations for a number of community and industry associations on the subject of estate planning and is a member of various professional organizations including the Canadian Bar Association (Wills and Estates Section) and the Calgary Bar Association.
Born and raised in Saskatchewan, Jason also received his education at the University of Saskatchewan. He practiced for a number of years with a mid-sized firm followed by several years with a national trust company prior to his return to private practice. That varied experience is put to work in providing service to his clients.
Jason is married to Bonnie and is the proud father of his daughter, Grace. He spends his increasingly rare free time reading, listening to music, walking his dog, and thinking about learning to play the guitar.
**NOTE**
Lunch starts at 11:30am.
Speaker starts at 12:00 noon.
- In-person registration cutoff is 5:00 PM on Friday, June 16, 2023
- No late registrants please
- No refunds, unless ECPAC cancels the event
Members can register themselves and guest. Guests can attend up to 2x.
Please see the main events page for more details on registering.