The Annotated Alter Ego Trust and Discretionary Trust 2022
Date
Wednesday, January 26, 2022 (1:00 p.m.–4:00 p.m.)
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View this webcast-only program from your home or office computer
Additional Information
Page Count: 248
* Remember: You must attend CPD programs (in-person, live webcast, or live webcast replay) or view them on-demand to claim CPD Hours. Reading CPD materials alone does not qualify.
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M. Elena HoffsteinMiller Thomson LLP -
Joan JungMinden Gross LLP
The pandemic appears to have accelerated a trend for transfer of wealth between generations. Do you have clients who need advice on an impending transfer of wealth? This program, offered only every few years, returns to deliver practical tips for drafting both an Alter Ego Trust and a Discretionary Trust so that you can understand and utilize these tools effectively for your clients. Our presenters are experienced counsel who, in addition to sharing their valuable insights, guide you through recent legislative and case law developments that avoid the pitfalls of the rules that apply to the settlement and ongoing administration of trusts. And you take away fully up-to-date Annotated Alter Ego Trust and Discretionary Trust precedents.
- Learn about recent and relevant case law and legislative developments
- Hear about tax issues related to trusts
- Understand how to use trust precedents appropriately
Presenters
- M. Elena Hoffstein, Miller Thomson LLP
- Joan Jung, Minden Gross LLP
- Colin Smith, Thorsteinssons LLP
- David Stevens, Gowling WLG (Canada) LLP
