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...
Eric N. Hoffstein, TEP of Fogler, Rubinoff LLP will be speaking on “Remedies Against Misbehaving Trustees”. Here are a few bullet points for topics he plans to cover: • Litigation strategy: pros and cons of trust accounting • What are the limits of trustee discretionary...
Recent developments regarding jointly held assets and beneficiary designations Presented by our own David Henderson. David was called to the bar in 2008 and his practice focuses on trust and estate and corporate law. He has extensive experience with succession planning for family businesses as...
Andrew C. Bateman & Brett Anderson, Partners at Felesky Flynn, LLP, Calgary New reporting rules are proposed to come into effect for many trusts, starting with those having taxation years ending Dec 31, 2021. Such trusts will now be required to disclose personal information concerning...
This seminar will explore the tax credits for charitable gifts of publicly traded securities, stock options, life insurance, RRSP, TFSA and bequests. It will explore tax efficient gifting strategies and some common mistakes in estate plans. Kate is a Wealth Strategist with legal background and...
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