New Trust Disclosure Rules: Preparing for the Upcoming Challenges

20 October 2020, 6:00 PM

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 ...

(1)
1h
Picture of Balaji Katlai
Lecturer
Balaji Katlai
$39

Trusts and Estates for Financial Professionals

20 October 2020, 10:00 AM



(1)
7.5h
Lecturer
Multiple Lecturers
$245

Certainty in Uncertain Times - Strategic Estate Planning

28 May 2020, 11:00 AM

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 ...

1h
Picture of Tony Salgado
Lecturer
Tony Salgado
$39

Where There’s a Will.. to make a Will in a Pandemic

20 April 2020, 11:00 AM

A primer on new measures for virtual execution of Wills and Powers of Attorney during the COVID-19 crisis.

1h
Picture of Shruthi Raman
Lecturer
Shruthi Raman
$29

Estate planning for living through COVID-19 and uncertain times

15 April 2020, 12:00 PM

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 ...

(1)
1h
Picture of Akua Carmichael
Lecturer
Akua Carmichael
$29

Estate Planning with Legal Case Examples; and Estate Freeze Strategies Webinar

The cost of this webinar $59 (+ tax) and you will earn 2.0 PD hours for registering. 

Please click the above link for more information on the topic descriptions and how to register. 

2h
Lecturer
Multiple Lecturers
$59

Effectively Dealing with the 21-Year Deemed Disposition Rule for Trusts; and Tax Traps and How to Avoid Them - Lessons from a Negligence Lawyer: Webinar

The cost of this webinar $59 (+ tax) and you will earn 2.0 PD hours for registering. 

Please click the above link for more information on the topic descriptions and how to register. 

2h
Lecturer
Multiple Lecturers
$59

Update & Key Issues in Estate and Disability Planning

The topic covered during this webinar is Disability Planning - Key Concepts and Strategies by the following speakers:

1. Rachel Blumenfeld, LL.B., TEP of Aird & Berlis LLP

2. Genevieve Giroday, LL.B., TEP of Giroday Law
(1)
2h
Lecturer
Multiple Lecturers
$59

Intro to Estates Litigation Fundamentals; and Recent Developments in Family Law - Webinar

The cost of this webinar $59 (+ tax) and you will earn 2.0 PD hours for registering. 

Please click the above link for more information on the topic descriptions and how to register. 


2h
Lecturer
Multiple Lecturers
$59