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TODAY :
EVENT DATES
Jan 2015
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Venue

Courtyard by Marriott Downtown Toronto 475 Yonge Street Toronto , ON M4Y 1X7
Tel: (800) 363-0722
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2nd Elderly Client

25 0

Overview

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

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