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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


• Charles B. Ticker Law Office
• Goodmans LLP
• Gowling Lafleur Henderson LLP
• Manulife Financial
• Miller Thomson LLP
• Minden Gross LLP
• Rosen Sunshine LLP
• Tax Chambers
• Whaley Estate Litigation

Contact the event managers listed below for more information about how you can participate at the Elderly Client.

All information in Events In America is deemed to be accurate at the time we add it, and we take steps to verify all details and update our records when new information is provided, but as people, events and circumstances change, we caution users to independently confirm all information. and Events In America LLC make no guarantee of accuracy and assume no liability for inaccurate information.

Conference/Event Dates: 01/21/2014 - 01/22/2014
Conference/Event Hours: 9:00 AM to 5:00 PM
Classification: B2B
Primary Industry: Banking-Money-Finance
Other Industries: Accounting, Banking-Money-Finance, Business
Estimated Attendance: 25
Previous Attendance: 25
Audience: Lawyers and Tax experts in Estate Planning, Personal Tax Planning & Estate Administration; Financial and Investment Planners who want to experts this knowledge area or keep up-to-date in this field.
Venue: Novotel Toronto Centre Hotel
Venue Phone: (800) 363-0722
Venue Type: Indoor - Hotel
Show Owner:Federated Press

Booth Size Booth Cost   Available Amenities
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Other Booth Sizes Available: n/a

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Elderly Client

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