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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
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Type: Indoor - Hotel

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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

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EVENT CONTACTS

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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:
Show Owner:
Danielle Delannoy
Sponsorship:

Exhibitor Information +

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Show Owner
Danielle Delannoy
Show Manager
Federated Press
Exhibitor Prospectus

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