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EVENT DATE
Jan 2015
M T W T F S S
19202122232425
EXPO DATE
Jan 2015
M T W T F S S
19202122232425

Venue

Courtyard by Marriott Downtown Toronto 475 Yonge Street
Toronto , ON M4Y 1X7
Canada
Location map
Type: Indoor - Hotel

Partners

exhibitus success by design Remington Hotels NorthStar Express Freight

2nd Elderly Client

Courtyard by Marriott Downtown Toronto
B2B 25

EVENT DESCRIPTION

Highlights:

• Explore strategies for using trusts to protect accumulated wealth in a tax efficient basis
• Discuss the concept of financial abuse of the elderly and the latest developments in financial abuse litigation
• Review efficient financial, legal and taxation issues and how to make sure you cover all your bases to avoid excess taxation
• Examine the definitions and tests for capacity to consent to treatment and admission to a care facility as well as capacity to manage property
• Examine estate planning techniques to help avoid costly litigation
• Uncover problematic circumstances involving powers of attorney
• Examine tax planning for retiring abroad
• See how techniques for creative and diligent planning can reduce taxes, facilitate optimum distributions and streamline administration

Participants:

• Blumberg Segal LLP
• CI Investments
• Connor Clark & Lunn Private Capital
• Gowling Lafleur Henderson LLP
• Hiltz Szigeti LLP
• Manulife Financial
• Miller Thomson LLP
• Minden Gross LLP
• MNP LLP
• Rosen Sunshine LLP
• Tax Chambers LLP
• The Empire Life Insurance Company

Don't wait to register for the 2nd Elderly Client. You'll meet influential people and maximize your opportunities for success. Start now by accessing the information below.

EVENT CONTACTS


Danielle Delannoy
Federated Press
2000 Mc Gill College Street, 21st Floor
Suite 2150
Montreal, QC H3A 3H2
(800) 363-0722 x221

EVENT DETAILS

Primary Industry:
General Business
Other Industries:
General Business
Audience:
Lawyers & Tax Experts in Estate Planning, Personal Tax Planning &
Estate Administration; Financial and Investment Planners who want to expand this knowledge area or keep up-to-date in this field
Notes:
Attendee Statistics:
Show Owner:
Danielle Delannoy
Sponsorship:

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