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2nd Elderly Client

2nd Elderly Client

Views: 1210

01/22/2015 - 01/23/2015

Courtyard by Marriott Downtown Toronto
475 Yonge Street
Toronto, ON M4Y 1X7
Canada

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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.

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Website: http://www.federatedpress.com/pdf/EA/2ECT1501-E.htm...
Conference/Event Dates: 01/22/2015 - 01/23/2015
Classification: B2B
Primary Industry: General Business
Other Industries: General Business
Estimated Attendance: 25
Previous Attendance: 25
Cost to Attend: $1975.00
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
Venue: Courtyard by Marriott Downtown Toronto
Venue Phone: (800) 363-0722 x221
Venue Type: Indoor - Hotel
Show Owner:Danielle Delannoy
Show Manager:Federated Press
Exhibitor Prospectus:Click Here

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2nd Elderly Client

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