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

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, J.D. of Speigel Nichols Fox LLP

22 Jan 2019, 7:00 PM

2 CPD hours


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Course Description

We look forward to seeing you at our upcoming events.  Should you have any ideas for topics, speakers, sponsorship or anything else, feel free to contact Melanie Russell, CPA, CA, CBV, CIM, CFE, CFF, ABV at 416-488-9590 x 225. 

Course Walkthrough

  • Bill Bernstein's Presentation
  • Bill Bernstein's Recording
  • Molly Luu's Presentation
  • Molly Luu's Recording
  • Certificate: January 22, 2019 Live Webinar
  • Feedback / comments

About the Instructor(s)

Picture of William Bernstein
William Bernstein

Bill's practice covers a broad range of tax, estate planning and business law matters. With a master's degree in taxation law, being a member of the Society of Trust and Estate Practitioners and numerous years counseling entrepreneurial business owners, Bill provides his clients and their accountants with expert, practical advice.

Bill advises many of his own clients with the start-up, growth and reorganization of their companies making use of tax minimization strategies. He is also called in to assist other lawyers when a transaction requires tax input. His careful planning and attention to detail are invaluable in complex matters.

Bill also helps clients organize their affairs with comprehensive estate planning coordination. This often involves family trusts and plans for the continuation of a family business in addition to wills and powers of attorney.

Bill has lectured and written for the Ontario Institute of Chartered Accountants and the Ontario Bar Association. Bill has been an instructor at the Ontario Bar Admission Course in the areas of taxation and estate planning. Bill has been a member of the Executive of the Tax section of the Ontario Bar Association.

Picture of Molly Luu
Molly Luu

Molly is a litigator with Speigel Nichols Fox LLP, a boutique business law firm. Her practice focuses on general commercial, construction, and tax litigation.  

Molly spent a summer and her articling year at a Bay Street law firm, followed by a year as a judicial law clerk where she worked closely with the judges of the Superior Court of Justice and the Court of Appeal for Ontario. 

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