11th Annual Estates and Trusts Summit (Day One)

Resource Options

Hardcopy Publication

$40

PDF of publication

$40

Video Stream PDF of publication

$165

Video Stream Hardcopy Publication

$165

Important Information

All prices are subject to applicable taxes.

Program originally held on November 19, 2008

Red Tag

Chair(s):

Sheila M. B. Crummey, C.S.
McMillan LLP

M. Elena Hoffstein
Fasken Martineau DuMoulin LLP

Felice C. Kirsh, C.S.
Schnurr Kirsh Schnurr Oelbaum Tator LLP

Archie J. Rabinowitz, C.S.
Fraser Milner Casgrain LLP

The materials from this two-day summit are vital for anyone carrying on an estates practice. Now in its 11th year, you will not want to miss this annual estates, trusts and estate litigation publication by a superb group of authors. The Day One materials focus on topical estates and trusts issues and the Day Two materials provide an update on estate litigation matters.

Program Content

You will learn about:

  • Family Law Update
  • Shareholder Issues - The Family Business in the Succession Plan
  • Dealing with Insolvent and Bankrupt Estates
  • The Non-Resident Factor in Estate Planning
  • Current Cross-Border Issues in Estate Planning
  • New Strategies for Post-Mortem Tax Planning - The Eligible Dividend Rules and More
  • Current Issues Relating to Powers of Attorney (TBC)
  • The Will is Not the Whole Picture - Integrating the Transfer of Wealth both Inside and Outside the Estate
  • New Developments in Insurance and Estate Planning

Speakers

Frank A. Archibald, McMillan LLP

Karon C. Bales, Bales Beall LLP

Mary Anne Bueschkens, Heenan Blaikie LLP

Graham Carter, MBA, CLU, CAP Advisors Inc. President & CEO

Barry S. Corbin, C.S., Corbin Estates Law Professional Corporation

Sheila M. B. Crummey, C.S., McMillan LLP

Heather Evans, Deloitte & Touche LLP

M. Elena Hoffstein, Fasken Martineau DuMoulin LLP

Felice C. Kirsh, C.S., Schnurr Kirsh Schnurr Oelbaum Tator LLP

Robert A. Klotz, Klotz Associates

Archie J. Rabinowitz, C.S., Fraser Milner Casgrain LLP

Liza C. Sheard, C.S., Evans Sweeny Bordin LLP

Wendy D. Templeton, Templeton, Wendy Dianne

Beth Webel, CA, Tax Services Partner PricewaterhouseCoopers LLP

Jim Yager, Partner KPMG LLP

Details

Page Count: 342

Video Stream duration:
7 hour(s) 8 minute(s)

All prices are subject to applicable taxes.