A Practical Guide to Tax Considerations in Succession Planning
Author(s): Ontario Bar Association
Publication Date: May 2017
Format: download (PDF), download (PDF)


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 program for you. Our expert faculty will share the key fundamental concepts as well as the newest developments you need to know. You will take away practical strategies to reaching successful outcomes and invaluable advice you need when facing an array of common and not-so-common situations as they arise in your practice.

PROGRAM CHAIRS

Robert Kepes, Morris Kepes Winters LLP
Amanda Stacey, Miller Thomson LLP

TABLE OF CONTENTS

Strategies for Managing the 21 Year Rule
David Stevens, Gowling WLG

Death of First Generation - Post-Mortem Planning
Samantha Prasad, Minden Gross LLP

Estate Freezes, Trust Interests and Net Family Property: Where Are We Today and Potential Approaches for Tax and Trust Law Practitioners
Rahul Sharma, Miller Thomson LLP

Top Drafting Strategies for Trusts and Wills
M. Elena Hoffstein, Fasken Martineau DuMoulin LLP
Darren Lund, Fasken Martineau DuMoulin LLP

Income Attribution Rules with Trusts
Robert G. Kepes, Morris Kepes Winters LLP
Jennifer C. Leve, Morris Kepes Winters LLP

Recent Statutory Developments in the Taxation of Trusts
James Murdoch, Thorsteinssons LLP

Helpful Advice for Navigating Key Professionalism Challenges
Caterina Galati, Senior Competence Counsel, Law Society of Upper Canada
David Stevens, Gowling WLG

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