Angel One + GBA LLP Educational Event

​Members only + Limited guest spots available

​We’re hosting an in-person education session with our partners at GBA LLP focused on estate and succession planning issues that commonly affect investors and business owners, often without them realizing it.

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​What Traditional Estate Plans Can Overlook: Succession, U.S. Tax Exposure, and Bare Trusts

​Many estate plans look fine on paper but leave gaps in practice. This session will cover how succession fits into estate planning, why Canadians with U.S. investments (even inside registered accounts) may face U.S. estate filing requirements, and what to know about bare trust obligations heading into upcoming tax seasons.

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​This will be a practical, plain-English discussion followed by a live Q&A, designed to help you identify potential exposure and know when to seek professional advice.

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​We have 10 guest spots available for anyone who would like to join - register now!