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Centennial 2010
  • Location:
 

ESTATE PLANNING: TIPS & TRAPS


Level: Intermediate
Competency: Wealth Management & Estate Planning
Seminar Code: 00601
Format: Half-Day PM
CPD Hours: 3.5
Availability: Spaces available


Register before Jan 03, 2018 and pay the early fee!
Date: Wednesday, Jan 17, 2018
Time: 12:30 PM-4:00 PM
Location: Radisson Hotel & Conference Centre Calgary Airport
6620 36 Street NE
Calgary, Alberta
Meeting Room: Duchess B
Fee Options: Tickets Required: 4 ticket(s)
Fee Required: $290.00 - Early Member
$290.00 - Early Non-Member
$370.00 - Regular Member
$370.00 - Regular Non-Member
Seminar Description: The purpose of this half-day seminar is to provide practitioners with information on estate planning opportunities that are often overlooked and to consider problems that often arise in an estate planning context. The seminar incorporates a case study approach with a view to being able to identify these tips & traps and discuss them with clients.
Seminar Outline:
  • Affiliated persons rules
  • Stop Loss rules
  • Grandfathered insurance
  • Planning techniques to avoid stop loss
  • Attribution rules, including subsection 75(2)
  • Testamentary trusts
  • Section 84.1
  • Inter-vivos planning
  • Issues arising where there is a US connection
  • Case example
Pre-requisite: Basic knowledge of tax and advanced tax planning would be of value.
Who Will Benefit: Professionals with mature clients and high net worth clients.
Seminar Leader(s): BIASINI, Gary
Special Notes:
Additional Offerings:
CityDateTimeSeminar Leader 
Edmonton Jan 26, 2018 12:30 pm-04:00 pm BIASINI, Gary
View Details
Can't make it to this session? See the other offerings of this seminar.

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