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October EPC – Kate Lazier – Tax Credits for Charitable Gifts – Virtual

October 13th 2020 @ 04:00 PM - 05:00 PM

  • « Sept EPC – Jacob Kaufman – Estates in the time of Covid
  • November EPC 2020 – New Trust Reporting Rules – Andrew C. Bateman & Brett Anderson »

This seminar will explore the tax credits for charitable gifts of publicly traded securities, stock options, life insurance, RRSP, TFSA and bequests. It will explore tax efficient gifting strategies and some common mistakes in estate plans.

Kate is a Wealth Strategist with legal background and in-depth knowledge of philanthropy. Prior to joining CIBC she spent 15 years practicing law in Toronto at a national law firm. Kate has been recognized for her legal expertise in charity and non-profit law by the Canadian Legal Lexpert Directory and in estates and trust law by Best Lawyers in Canada.
Kate uses her extensive knowledge to help affluent families in Canada maximize their wealth to benefit their families and communities. Kate provides families with personalized recommendations to assist them to realize their financial, estate and philanthropic goals.

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Details

Date:
October 13th 2020
Time:
04:00 PM - 05:00 PM
Event Tags:
Charitable Donations, EPC, Estate Planners Council, Estate Planning, Hamilton, Kate Lazier, Monthly Meeting, On Line, Tax Credits, Virtual

Venue

Virtual – On Line
Canada

Organizer

Siobhan Lynch
Email
siobhan@siobhanlynchglass.com
View Organizer Website
  • « Sept EPC – Jacob Kaufman – Estates in the time of Covid
  • November EPC 2020 – New Trust Reporting Rules – Andrew C. Bateman & Brett Anderson »

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Estate Planners’ Council of Hamilton

The Estate Planners’ Council of Hamilton (EPCH) is a not-for-profit organization of accredited professionals from interrelated disciplines such as legal, tax, investing, insurance, trust and charitable gift planning whose members advise the public on different aspects of estate planning and administration.

Meeting Location

  • Liuna Station, 360 James Street North, 2nd Floor, Hamilton, ON

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