Many people end up letting their name stand to be an executor for someone without having the first clue about what they are getting themselves into.
This workshop walks the participant through the estate administration process from A to Z. All participants will also receive the most ...
The benefits of both a proper estate plan and the use of trusts are numerous. But there are many complexities and challenges to getting the “right” plan in place, and a number of risks including legal challenges, not achieving the intended objectives and overpayment of taxes and other costs. ...
Family disputes over wills have become increasingly common, and with the aging population comes complex issues pertaining to estates. Some of the topics we will cover include:
This webinar will be comprised of three parts:
(1) trust compliance & return preparation (review of the basics) - Niaz Paracha, Tax Manager at CPA Solutions LLP
(2) Canadian tax issues relating to trusts & estate returns, planning issues, etc. - Alex Ghani, Partner at CPA Solutions LLP
(3) ...
The new trust disclosure rules will be in effect for taxation years ending on or after Dec 31, 2021. The rules require a broad disclosure and in particular we discuss the issue related to contingent beneficiaries - it is unclear based on the legislation if a contingent beneficiary will also ...
We will cover what is estate planning and why is this a process not an event. Included will be a comprehensive review of using Trusts (both Inter Vivos and Testamentary). We will cover the use of Guaranteed Investment Funds and why many investors miss this opportunity. We will wrap up the ...
A primer on new measures for virtual execution of Wills
and Powers of Attorney during the COVID-19 crisis.
This webinar will focus on the importance of preparing or updating an estate plan in these uncertain times. Topics include:
a. The importance of Powers of Attorney and Living Wills during a pandemic and the potential consequences of not being prepared.
b. Estate Planning 101- understanding the ...
There will be two topics covered during this webinar:
1. An Introduction to Estates Litigation Fundamentals
Speaker: Barbara Green, LL.B. of Robins Appleby LLP
2. Recent Developments in Family Law
Speaker: Stephen Grant, LSM, ASM of Grant Crawford Watson LLP
There will be two topics covered during this webinar:
1. Effectively Dealing with the 21-Year Deemed Disposition Rule for Trusts
Speaker: William Bernstein, LL.M. (Taxation), TEP of Gardiner Roberts LLP
2. Tax Traps and How to Avoid Them - Lessons from a Negligence Lawyer
Speaker: Molly Luu,...
The following topics are being covered during this webinar:
1.Estate Freeze Strategies
Speakers: Hon. Donald G.H. Bowman and Todd Louie of Quantum Tax Law
2. Estate Planning with Legal Case Examples
Speakers: Keith Masterman LLB, TEP |Vice President, Tax, Retirement and Estate Planning| CI ...
