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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 & Where
The Westin Prince, Toronto
Ballroom North
900 York Mills Road (401/Leslie
Toronto,
Ontario M3B 3H2
Canada
Tuesday, October 6, 2009 from 7:45 AM to 9:30 AM (ET)
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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 by regulated health professionals, including corporate and commercial, real estate, and litigation services.
