Family Law, Estate and Succession Planning (3 Credit Course ~ Oakville)
Family Law, Estate and Succession Planning
Three Hour (3) Credit Course offered by
The Oakville, Milton and District Real Estate Board
1 June 2011
Brian Madigan LL.B., Broker
Learning Objectives
Participants will understand and appreciate:
Family Law
- Marriage, divorce and the family; two definitions of "spouse"
- division of assets and support obligations upon marriage breakdown
- The Matrimonial Home: special considerations
- Common law, definition and historical origins, common law marriages, co-habitation agreements, advising the unmarried couple
- Resolving disputes and limiting the agent's liability for risks
Estate Planning
- testate and intestate succession
- the use of trusts for specific purposes, inter vivos property transfers
- elimination of avoidable risks
- Joint Tenancy; issues, risks and problems
- Designated Beneficiaries: issues and problems
- role of life insurance
Succession Planning
- choosing the Executor (Estate Trustee), and support professionals
- Powers of Attorney
- Conflicts of interest
- Taxation upon death, deferral, and avoidance
- Business context, role of the Business Broker
- Changing circumstances: first marriages and second marriages
- the real estate agent's role in the estate and succession planning process
Course Material
Participants will take away from the program material summarizing the above items and a PowerPoint presentation.
This program has been written and developed by Brian Madigan LL.B., Broker, who is solely responsible for the material used in this course/seminar entitled "Family Law, Estate and Succession Planning"
The Oakville, Milton and District Real Estate Board
125 Navy Street
Oakville, ON L6J 2Z5
Canada
To contact the Board for information, please email to: info@omdreb.on.ca
or call 905-844-6491 | Fax:905-844-6699
Brian Madigan LL.B., Broker
Course Developer and Instructor
Royal LePage Innovators Realty, Brokerage
905-796-8888
BRMadigan@rogers.com
www.OntarioRealEstateSource.com
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