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 ...
