How Does Life Insurance Fit Within Corporate Planning?

Join Lilian Cazacu & Suzannah Denholm to explore common estate planning issues and strategies to safeguard clients’ wishes.

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Lilian’s Bio:

As a trained legal professional from Europe, Lilian upgraded his legal education at SFU with a Master in Applied Legal studies to become a BC Notary Public. He is an award-winning entrepreneur, Notary Public, and educator, with offices in Langley and Aldergrove. With over 15+ years of estate planning experience, he provides trusted guidance on wills, powers of attorney, representation agreements, and real estate transactions. Known for his clarity, professionalism, and client-centered approach, Lilian works closely with individuals, families, and professionals to ensure thoughtful, customized, and legally sound planning.

Suzannah’s Bio: 

Suzannah Denholm is a litigation lawyer and a long-time resident of Surrey. She completed her undergraduate degree at Carleton University School of Journalism, and her law degree at the University of Ottawa. She was called to the Ontario Bar in 1999 and the British Columbia Bar in 2001.

Suzannah is a litigator with particular experience in resolving personal law claims, either in court or otherwise. She began working at Hamilton Duncan in 2015 after working at large firms in Ottawa and in downtown Vancouver where she appeared at all levels of Canadian courts, including the Supreme Court of Canada.

Presentation Description:

As legal and financial professionals, we are entrusted with documenting and safeguarding our clients’ intentions. Since much of the case law centers on interpreting and upholding those intentions, this presentation will highlight common issues that arise from faulty planning and the lessons we can learn from them. Drawing on both estate planning and litigation perspectives, we will explore practical strategies to ensure our clients’ wishes are protected and preserved.

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