12th Annual Estates and Trusts Summit (Day One)

Resource Options

Hardcopy Publication

$75

PDF of publication

$75

Video Stream PDF of publication

$200

Video Stream Hardcopy Publication

$200

Bundle Options

Bundle this resource with 12th Annual Estates and Trusts Summit (Day Two) and receive a special discount rate.

Hardcopy Publication

$120

PDF of publication

$120

Video Stream PDF of publication

$320

Video Stream Hardcopy Publication

$320

Important Information

All prices are subject to applicable taxes.

Program originally held on November 12, 2009

Chair(s):

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

M. Elena Hoffstein
Fasken Martineau DuMoulin LLP

The extensive materials from this flagship estates, trusts and estate litigation program that has been described as "vital for anyone carrying on an estates practice". This year, the Day One publication focuses on topics related to estate planning in recessionary times and Day Two examines the impact of the current economic climate on estate litigation. Information on asset protection strategies, how estate freezes may be impacted by the recession, issues relating to charities and duelling powers of attorney are also included.

Program Content

You will learn about:

  • Planning for Mental Incapacity
  • Estate Planning in Recessionary Times
  • U.S./Canada Cross-Border Planning
  • The Latest Cases affecting Estate Planning
  • Family Law and Your Estates Practice - An Update
  • Essential Charity Law Update
  • Drafting Multiple Wills
  • Professional Corporations
  • Estate Administration Issues
  • Creating Insurance Trusts to Minimize Probate Tax on Life Insurance
  • The Exercise of Trustee Discretion
  • Practice Management Issues for Estates Practitioners

Speakers

Terrance S. Carter, Carters Professional Corporation

Louise F. Christofolakos, Investigations Counsel Law Society of Upper Canada

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

Bernadette Dietrich, McCarthy Tétrault LLP

Heather Evans, Deloitte & Touche LLP

Robin Goodman, Tax and Estate Planning Manulife Financial

M. Elena Hoffstein, Fasken Martineau DuMoulin LLP

Daniel S. Melamed, C.S., Torkin Manes LLP

Rosanne T. Rocchi, Miller Thomson LLP

Clare A. Sullivan, TEP, Aird & Berlis LLP

Graham Webb, Advocacy Centre for the Elderly

Beth Webel, CA, Tax Services Partner PricewaterhouseCoopers LLP

Jim Yager, Partner KPMG LLP

Details

Page Count: 446

Video Stream duration:
7 hour(s) 14 minute(s)

All prices are subject to applicable taxes.