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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 12, 2018 and pay the early fee!
Date: Friday, Jan 26, 2018
Time: 12:30 PM-4:00 PM
Location: Days Inn & Suites West Edmonton
10010 - 179 A Street
Edmonton, Alberta
Meeting Room: Linden
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:
Can't make it to this session? See the other offerings of this seminar.

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