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2nd Elderly Client

2nd Elderly Client

Views: 1393

01/22/2015 - 01/23/2015

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

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• 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


• 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
• Rosen Sunshine LLP
• Tax Chambers LLP
• The Empire Life Insurance Company

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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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