Critical Advanced Estate Planning Issues
Author(s): Ontario Bar Association
Publication Date: November 2017
Format: shipped (hardcopy), download (PDF)


Description
Take your estate planning practice to the next level with this essential program. Get up to speed on the implications of new tax changes, and unravel the complexities of cross-border complications. Our expert faculty with share valuable insights and helpful advice on how to navigate these and other tricky estate planning issues to help you bring maximum value to your clients.

PROGRAM CHAIRS

Sara Beheshti, O'Sullivan Estate Lawyers LLP
Amanda Stacey, Miller Thomson LLP

TABLE OF CONTENTS

Multiple Wills - Their Use and Drafting Issues
Lindsay Ann Histrop, Gardiner Roberts LLP

Essential Cross-Border Planning Considerations
Christine Perry, Keel Cottrelle LLP

Critical Impacts of the Fair Tax Plan for Your Clients
Sunita Doobay, Tax Chambers LLP

What Planners Need to Know about Tricky Issues in Trust Taxation
David Stevens, Gowlings WLG

Professionalism Issues for Planners - From a Litigator's Perspective
Lisa Filgiano, Miller Thomson LLP

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