Please join us on Wednesday November 16th for our joint meeting taking place at the Atrium Banquet and Conference Centre located NW of the QEW and Burloak Drive in Burlington. The first speaker of the night is Dr. Richard Shulman. Dr. Shulman is a geriatric […]
Topic: Pipeline Planning Using pipelines to reduce or eliminate “double taxation” when the deceased owned shares of a private corporation. Speaker: John Loukidelis John Loukidelis practices in the area of income tax law. He provides tax advice to business owners, accountants and other lawyers. […]
Topic: Why Estate Planning Matters For The LGBTQ+ Community Speaker: Darren Lund, Miller Thomson LLP Darren Lund’s practice is focused on a range of estate planning, estate administration, and private client service matters. Darren regularly assists clients with complex multiple will planning, family trusts, alter ego and joint partner trusts, marriage contracts and cohabitation agreements, estate freezes, charitable gift and tax planning, planning for disabilities, cross-border planning, powers of attorney, and estate planning aspects of assisted reproduction and posthumous conception. Darren’s experience also extends to estate administration matters, both contentious and non-contentious, where he advises trustees, beneficiaries, and attorneys acting under a power of attorney. He assists with such matters as probate matters, passing of fiduciary accounts, trust variations, post-mortem tax planning, and the administration of complex estates. Darren speaks and writes on a variety of topics including estate planning for spouses and couples, effective use of trusts, will drafting, charitable giving, family law matters in estate planning and administration, estate planning for persons with disabilities, assisted reproduction, and posthumous conception. He previously practiced estates law at a large national law firm. Darren’s expertise has been recognized by Best Lawyers in Canada.
Heather McKinnon practices with Nolan Ciarlo LLP in Hamilton. Her practice focusses on Real Estate, Wills & Estates, Commercial Law and Civil Litigation. Prior to entering law school, Heather worked for over 15 years in business, gaining valuable practical experience in accounting, business administration, […]