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, […]
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 […]
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 […]
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 […]
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