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

There will be two topics covered during this event and in addition to hearing great speakers and topics, you will earn 3.0 PD hours. Please click the above link to see the topics and speakers for the evening.

22 Jan 2019, 5:30 PM

3 CPD hours


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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

This event will be held at the Donalda Club.  The structure of the event is as follows:

  • Reception (cash bar) – 5:30 p.m.
  • Dinner – 6:00 p.m.
  • Presentation(s) – 7:00 p.m. until 8:30/9:00 p.m., depending upon the speakers, topics and audience questions.

The cost of the seminar and dinner is $85 (+tax), which you can pay by any credit card. You will earn 3.0 hours of PD credits when you attend a session. We are pleased to offer an easy, inexpensive and enjoyable way to meet your PD requirements. 

If you can't make the event, your registration fee entitles you to unlimited access to the event webinar that will be posted shortly after the event and, of course, the PD certificate from listening to the webinar.  If you prefer a refund, please ensure that you give us at least 48 hours notice. 

We look forward to seeing you at our upcoming events.  Should you have any ideas for topics, speakers, 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 Evening Event
  • 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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