Estate Planning

In this workshop, you will Learn how to create a plan to distribute assets, during life or upon death.
Learning objectives for participants:
understand the what and why of estate planning
learn about the various tools of estate planning
-powers of attorney
-wills
-joint accounts
-gifting
-trust
define dying without a will
highlight facts on life insurance
About Jim: Jim Huang is a Chartered Professional Accountant in both Canada and Australia, as well as a Trust and Estate Practitioner (TEP). He holds an LL.B and LL.M in Tax Law, along with an MBA.
As a tax and trust partner at a Canadian accounting firm and law firm, Jim specializes in proactive tax risk assessment, international tax compliance, and strategic tax planning. He stays ahead of evolving global tax rules and helps clients legally and effectively optimize their tax structures—covering transfer pricing, compliance mechanisms, and operational restructuring.
Jim has extensive experience in family business succession planning. He and his legal team integrate tax law with family, corporate, securities, contract, and trust law to minimize tax burdens when transferring property, ownership, and financial rights across generations.
In cross-border transactions and international tax advisory, Jim combines technical knowledge and practical insight to guide clients through complex multi-jurisdictional issues,