Why Estate Planning Matters for the LGBTQ+ Community with Darren Lund
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.
Annual General Meeting and Tax Update – Tax Issues you need to know about in 2018 presented by Michael Morgan Michael Morgan is Counsel to Ross & McBride LLP in Hamilton, and […]
Admission to Long-Term Care Homes What Everyone Needs to Know! presented by Graham Webb Graham Webb is a lawyer and the Executive Director of the Advocacy Centre for the Elderly since October […]
Capacity Assessments: What, When and How Presented by: Kim Goldstein, and Rena Postoff Kim Goldstein is an experienced Clinical Social Worker, Designated Capacity Assessor and Accredited Family and Elder Mediator […]
presented by Tony Lalonde Tony Lalonde is the Regional Director for The Bank of Nova Scotia Trust Company (Scotiatrust) in Central Canada, and formerly the company’s Chief Compliance Officer and Head of […]
presented by Ken Lancaster and Erin Podio Erin and Ken will discuss the impact of the tax proposals on succession and estate planning. This will include an overview of the proposals […]
Presented by Jim Bird, Director, Individual Insurance Sales, Manulife Financial Jim Bird@manulife.com Jim will discuss the impact of the 2017 insurance policy tax changes, corporate planning, policy transfers and where […]
“Ten Practical Steps to Improve Written Advance Directives in Powers of Attorney for Healthcare” presented by Dr. Laura Hawryluck Took place on November 14th 2017 from 05:45 AM to 07:45 AM
Estate Problems: Never send to know for whom the bell tolls; it tolls for thee presented by Scot Dalton Scot Dalton is a 35 year veteran of the property casualty insurance industry. […]
“The Six Buckets of Estate Planning and Why Most People in Ontario Should Consider Having Two Wills” Jim Kibble, Chartered Accountant of Ontario Estate Consulting Services Inc. and Tyler Hortie, […]
Michael Morgan of Simpson Wigle is speaking for the May meeting. He will be making a presentation entitled “Tax Update – Tax Issues you need to know about in 2017”. […]
Justin de Vries is the Principal of de VRIES LITIGATION LLP specializing in estate, trust, and capacity litigation and administering complex estates. Having appeared before all levels of the Ontario […]
Going beyond tax minimization and efficient transition of assets, this session will focus on high conflict families with practitioners sharing their strategies for planning for wealth transfers to minimize conflict. […]
Presenter: Suzanne Schultz, Estate Planning Specialist, RBC WEALTH MANAGEMENT SERVICES Suzanne Schultz is a Chartered Accountant and Certified Financial Planner with a specialty in tax and estate planning. As an […]
Following the 2015 Supreme Court of Canada decision in Carter v. Canada, the College of Physicians and Surgeons of Ontario (CPSO) created a Medical Assistance in Dying policy to assist […]
OAKVILLE JOINT MEETING Tuesday, November 8, 2016 Speaker: Justin de Vries of de Vries Litigation LLP Topic is “Court Update: What Estate Cases made a Difference in 2016 and Why […]
Speaker: Andrew Wall, President, Sandler Training Milton Andrew Wall, owner of Sandler Training’s Milton location since 2006, works with clients from entrepreneurs to teams at large corporations to provide a […]
David J. Mifsud Associate, Estate, Business, and Charity Law Ross & McBride LLP This session will define and explore the different types of inter vivos trusts and when they may […]
Brown Lawyers EPC Presentation March 2016 Estate planning professionals recognize that Canadians face a difficult succession climate. Family dynamics, estrangements, mental health issues and poor financial planning have all contributed […]
Speaker: Michael Evers, CFP, CLU, ChFC The purpose of this presentation is to illustrate how some of your best clients may be able to take advantage of some little-understood benefits […]
Often the majority of a business owners’ personal wealth is tied up in an investment in a business. Part of long-term estate planning, business owners retire from their business and […]
Speakers: Kristina Hyland and Catherine Olsiak of Simpson, Wigle The presentation focuses on issues to consider when estate planning or administering an estate for a client with a professional designation […]