The Annotated Alter Ego Trust and Discretionary Trust 2024


Wednesday, March 6, 2024 (1:00 p.m.–4:00 p.m.)

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CPD Hour(s)
2 h 15 m Substantive
45 m Professionalism

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Additional Information

Page Count: 285

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  • M. Elena Hoffstein
    Miller Thomson LLP
  • Joan Jung
    Miller Thomson LLP

The creation of a trust has always been an important tool in the toolbox of every estates lawyer. But in recent years, more specialized trust instruments have gained prominence in meeting your clients' needs. This program provides you with practical guidance on how to draft both an Alter Ego Trust and a Discretionary Trust. Our expert presenter panels review all of the pertinent legislative and case law developments, and provide you with updated Annotated Alter Ego and Discretionary Trust precedents as solid resource documents.

  • Receive an overview of the tax issues related to trusts
  • Hear about the common errors to avoid in setting up trusts, and how to use trust precedents effectively
  • Learn what should be included in your retainer agreements and reporting letters


  • M. Elena HoffsteinMiller Thomson LLP
  • Joan JungMiller Thomson LLP
  • James MurdochThorsteinssons LLP
  • David StevensGowling WLG (Canada) LLP
  • Christopher StankiewiczSenior Claims CounselLawyers' Professional Indemnity Company, (LAWPRO)

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