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

This live webinar will start at 7:00 p.m. on January 22, 2019. 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. 

22 Jan 2019, 7:00 PM

2 CPD hours

$59

Register Now


Course Description

There will be two topics covered during this event:

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


Within 48 hours of the webinar, we will forward you an e-mail with instructions for accessing the live webinar.

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

  • Certificate: January 22, 2019 Live Webinar
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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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