PURCHASE
Publication | Archived Video
DESCRIPTION
Whether you are a trusts and estates practitioner who needs a working knowledge of relevant tax issues, or a tax practitioner involved with trusts, this is an essential publication for you. Our expert faculty will share the key fundamental concepts as well as the newest developments you need to be aware of. You will take away practical strategies to reaching successful outcomes and invaluable precedents you need when facing an array of common and not-so-common situations as they arise in your practice. Be equipped with the tools you need to navigate the often complex intersection of tax and trusts and estates law.
PROGRAM CHAIRS
Robert Kepes, Morris Kepes Winters LLP
David Stevens, Gowling Lafleur Henderson LLP
TABLE OF CONTENTS
Trusts Throughout the Act: "Affiliated", "Associated", "Related", "Butterflies", etc.
David Stevens, Gowling Lafleur Henderson LLP
Taxation of Trusts in Canada
David Stevens, Gowling Lafleur Henderson LLP
Designing Trusts in Estate Freezes
Brian Cohen, Dentons Canada LLP
Post-Mortem Tax Planning: Dealing with Double Tax on Death
Stuart Bollefer, Aird & Berlis LLP
US Trust Taxation: Unique Issues Arising in the Cross-Border Context
Veronika Chang, Morris Kepes Winters LLP
Proper Administration of Trusts
Samantha Prasad, Minden Gross LLP
Top Drafting Strategies: Trusts and Wills
M. Elena Hoffstein, Fasken Martineau DuMoulin LLP
Katie Ionson, Fasken Martineau DuMoulin LLP
75(2) Surplus Strip Plans: Recent Case Law and Impacts
Robert Kepes, Morris Kepes Winters LLP
Recent Legislative Developments in the Taxation of Trusts
James Murdoch, Thorsteinssons LLP