PURCHASE
Publication Only | Archived Video + e-Materials
DESCRIPTION
Whether you are a litigator or a planner, get up-to-date on developing issues, explore the impacts of recent legislative change, and brush up on common practice challenges. Hear from leading practitioners on key issues impacting your trusts and estates files, and gather best practices to take back to your office and implement right away.
PROGRAM CHAIRS
Danielle Joel, Borden Ladner Gervais LLP
Amanda Stacey, Miller Thomson LLP
TABLE OF CONTENTS
A Litigation Miscellany: Notable Cases of 2015
Jane E. Martin, Dickson MacGregor Appell LLP
Retiring, Replacing and Succeeding Trustees and Executors
Anthony McGlynn, Perley-Robertson Hill & McDougall LLP (Ottawa)
Changing the Precedent: Will Drafting in Response to New Testamentary Trust Tax Rules
Sheila Crummey, Miller Thompson LLP
Benjamin Mann, Miller Thomson LLP
Understanding Powers of Attorney & Joint Accounts Pamphlet
Protecting Yourself from Financial Abuse Pamphlet
Pocket Guide on Elder Investment Fraud and Financial Exploitation Pamphlet
Submitted by: Terry Moore, Senior Counsel, Canadian Imperial Bank of Commerce
Capacity Conundrums: How to Deal Effectively With Financial Institutions
Arthur Fish, Borden Ladner Gervais LLP