Liuna Station
360 James Street North, Hamilton, Ontario, Canada
Strategic Philanthropy: Benefits of Partnering with the Charitable Sector - Lisa Gonnering & Judith Drost This session will define strategic philanthropy, explain motivations for charitable giving, tax-effective ways to give and the importance of incorporating charitable giving in your client’s estate plan. The presenters […]
Liuna Station
360 James Street North, Hamilton, Ontario, Canada
Jon Hreljac, CPA, CMA of Manulife Investment Management will speak to segregated fund contract strategies and how their flexibility can help provide estate planning benefits in specific situations. Jon will also discuss real life examples which demonstrate the consequences from a tax and estate planning perspective […]
Liuna Station
360 James Street North, Hamilton, Ontario, Canada
This presentation will review some of the trends being noted in the financial services industry relating to beneficiary designations, addiction/mental health issues and capacity. The presentation will also consider the impact insurance trusts have on planning where these issues arise. There will be a focus […]
Liuna Station
360 James Street North, Hamilton, Ontario, Canada
Member Phil Kriszenfeld B.A. Q. Med., FEA, CEA will be presenting on conflict resolution in the family business. Phil Kriszenfeld is a Family Business Advisor and Mediator focusing on high conflict Family Businesses and Partnerships who will be talking about how to address conflict within […]
Liuna Station
360 James Street North, Hamilton, Ontario, Canada
Adam co-founded Cambridge LLP law firm in 2010 and co-manages the Estates Group where the focus is estate planning, administration and estate litigation. Adam has been certified by the Law Society of Ontario as a Specialist in Estates and Trusts Law which has been the […]
