Good morning,
I hope this email is finding you well! In case you missed us in December, we are back with a 2nd session of “What you Need to know for 2022” featuring Denika Heaton from our Tax and Estate Planning team.
Date: Tuesday, January 25th, 2022
Time: 11:00 to 12:00PM PST
Topics covered:
- Trusted contact person obligations
- National update on Trust filing requirements and Medical Assistance in Dying (MAID)
- Recent challenges and developments regarding beneficiary designations
- Case law roundup
- Tips for protecting your clients’ wishes
Register for this webinar:
https://manulife-johnhancock.zoom.us/webinar/register/WN_wEQL35JiSA-XLn03wP8RZg
We look forward to seeing you!
Sophia Lee
Senior Business Development Manager
Manulife Investment Management