Jennifer Stebbing Recent legislative changes that affect Estate Planners A review of recent legislative changes and proposed changes by the Ontario government that affect estate planners. This includes, but is not limited to, the changes to the Estates Act, the proposed Accelerating Access to Justice […]
Presenting: Shannon Williams, RBC & Stephen McCotter, RBC Easing the Burden – Working with Trust Companies Our presentation will focus on the estate and trust services provided by trust companies along with the pros/cons of working with them and the professionals involved. Bios: Shannon Williams, […]
AGM plus a tax discussion by Erin Podio 2021 Tax Update: A brief summary of recent income tax developments of interest for estate and trust practitioners including a discussion of proposed tax measures in the 2021 federal budget. BIO As a Partner in Grant Thornton’s […]
“Understanding capacity and determining a lack of capacity are complex concepts that can impact a person’s ability to manage their affairs. This presentation will provide a refresher of fundamental concepts in how capacity is defined and what levels of capacity are required to manage property, […]
Meeting details to be announced soon.
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