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STRATEGIES TO PRESERVE WEALTH AND LEAVE A LEGACY

STRATEGIES TO PRESERVE WEALTH AND LEAVE A LEGACY

Tuesday, October 06, 2009 from 7:45 AM - 9:30 AM (ET)

Toronto, Ontario

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Ticket Information
Ticket Type Sales End     Quantity
STRATEGIES TO PRESERVE WEALTH AND LEAVE A LEGACY Ended Free   N/A
Event Details

Case Study:
CURRENT ESTATE PLANNING CHALLENGES FACING YOUR CLIENTS

Estate Freeze
- Tips for an effective freeze
- Tax benefits

Inter-vivos Planning
- Income splitting
- Types of planning to avoid
- Use of inter-vivos trusts

Testamentary Considerations
- Methods to minimize Estate Administration Tax
- Types of testamentary trusts

Charitable Planning
- Private foundations
- Endowment funds



When

Tuesday, October 06, 2009 from 7:45 AM - 9:30 AM (ET)

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Where
THE ALBANY CLUB
Sir John A. Room
91 King Street East
Toronto, Ontario M5C 1G3
Canada



Other Maps:

Via Michelin

Hosted By

Torkin Manes LLP | Barristers & Solicitors

Torkin Manes LLP | Barristers & Solicitors
151 Yonge Street, Suite 1500 | Toronto, ON  M5C 2W7
Tel: 416 863 1188 | Fax: 416 863 0305
www.torkinmanes.com

Torkin Manes is a full service law firm that offers the complete range of legal services required for tax and estate planning, and charitable giving.

In addition, the firm has a large Corporate & Commercial practice and a Family Law practice, for seamless service if clients’ personal and business legal needs overlap.

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Contact Torkin Manes LLP | Barristers & Solicitors for event and ticket information.