Essential Tax Issues Every Estate Litigator Should Know

  • October 09, 2014

PURCHASE

Publication | Archived Video

DETAILS

Court orders and settlements in estate litigation can have unplanned tax consequences that may have a significant negative impact on the result you achieve for your client. Find out how to identify the potential pitfalls and gain a complete understanding of the tax implications of the settlements you reach and orders you seek. Improve your ability to help your clients accomplish their goals and avoid unnecessary tax costs.

PROGRAM CHAIRS

Clare E. Burns, WeirFoulds LLP
James Murdoch, Thorsteinssons LLP

TABLE OF CONTENTS

Making Sense of Tax Consequences Related to Particular Assets When Settling Your Case
Erica Baron, McCarthy Tétrault LLP
Marie-Eve Gosselin, Thorsteinssons LLP

Potential Tax Problems and Opportunities in Will Challenges
Caroline Abela, WeirFoulds LLP
Ryan Morris, WeirFoulds LLP

Key Strategies for Settling Dependant's Relief Claims in a Tax Efficient Manner
Debra Stephens, Goddard Gamage Stephens LLP
Brian Wilson, Wilson Vukelich LLP

Effectively Utilizing the Doctrine of Rectification
Matthew Williams, Thorsteinssons LLP