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Centennial 2010
  • Location:


Level: Intermediate
Competency: Wealth Management
Seminar Code: 00601
Format: Half-Day PM
CPD Hours: 3.5
Availability: This seminar occurs in the past. To view other offerings of this seminar, go to "Additional Offerings"

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: N/A
(Passport Tickets can only by used 14 days prior to seminar start date)
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 
Mar 31, 2018 08:30 am-04:30 pm
View Details
Calgary Jan 18, 2019 08:30 am-12:00 pm BIASINI, Gary
View Details
Edmonton Feb 07, 2019 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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