Tax lawyer Joan Jung and tax and wills and estates lawyer Matthew Getzler will be speaking at Tax Considerations for Estates Planners: Key Issues and Helpful Strategies held by the Ontario Bar Association on October 22, 2021. Joan will be speaking on Taxation of Trusts, and Matthew will be speaking on Taxation Considerations on Death.

Topics of discussion include:

  • Planning for the deemed disposition on death
  • Principal Residence Exemption
  • Registered plans
  • Testamentary and inter vivos trusts
  • Special purpose trusts – Alter Ego Trusts/Joint Partner
  • Trusts/Spousal Trusts
  • Principal Residence Exemption in trusts
  • New reporting obligations for trusts

Details

Event: Tax Considerations for Estates Planners: Key Issues and Helpful Strategies
Topic:  Tax Considerations for Estates Planners
Date: October 22, 2021
Time: 9:00am - 12:00pm (Matthew speaks at 9:05am, Joan speaks at 10:25am)
Where: Webinar
Host: Ontario Bar Association
Speakers:
Matthew Getzler (Minden Gross LLP)
Maureen Berry (Fasken Martineau DuMoulin LLP)
Alaina Spec (KPMG Law)
Joan Jung (Minden Gross LLP)
David Stevens (Gowling WLG)
Raymond G. Adlington (Miller Thomson LLP)
Details: https://www.cbapd.org/details_en.aspx?id=ON_ON21TRU23I

To register for the event, please click herehttps://www.cbapd.org/details_en.aspx?id=ON_ON21TRU23I