The Annotated Alter Ego Trust and Discretionary Trust 2024
Date
Wednesday, March 6, 2024 (1:00 p.m.–4:00 p.m.)
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Alternate date: Tuesday, June 18, 2024 [click to view options]
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Additional Information
Page Count: 285
* 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 JungMiller 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
Presenters
- M. Elena Hoffstein, Miller Thomson LLP
- Joan Jung, Miller Thomson LLP
- James Murdoch, Thorsteinssons LLP
- David Stevens, Gowling WLG (Canada) LLP
- Christopher Stankiewicz, Senior Claims Counsel, Lawyers' Professional Indemnity Company, (LAWPRO)
