Certified Executor Advisor - Professional Development Presentation

Grande Prairie Chapter of CPA's

Get ready to increase your knowledge in executory practices with our Professional Development Presentation by Blaire Webster

Frontier Eatery & Seafood

Certified Executor Advisor - Professional Development PresentationIf you're looking to increase your knowledge in personal and corporate owned insurance, different types of trusts offered, and more about executor responsibilities and challenges, then this event is perfect for you! Join us for an early morning of insightful presentations and networking opportunities with fellow professionals in the field. Breakfast buffet will be included.Arrive and dish up: 7:00amSpeaker: 7:30 -8:30 amStay and hang out, or get bank to work by 9:00am Location: Frontier Eatery &amp; Seafood

Agenda

•  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 & Challenges – Key duties when dealing with insurance proceeds and trust assets, potential pitfalls, and best practices for ensuring compliance with legal and tax requirements.


Topics addressed

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