Estate, Trust and Tax War Stories: Critical Lessons Learned from Planning Gone Wrong
Tue, Dec 17
|Webinar (1 CPD Hours)
In affiliation with GTA Accountants & Finance Network. The presentation will discuss certain estate and trust matters that we have encountered over the course of our careers (and others that we continue to deal with). These matters were or are complex.
Time & Location
Dec 17, 2024, 11:00 a.m. EST
Webinar (1 CPD Hours)
About the Event
The complexity arises as a result of:
Estate litigation and tax problems, including poor or incorrect tax filing and reporting history
Dealing with foreign assets and foreign beneficiaries, including in the context of estate and trust disputes
Failing to take into account deleterious tax consequences to beneficiaries resident and assets located in foreign jurisdictions
The impact and implications of CRA tax audits, objections and appeals on estate and trust administration
Dealing with active businesses owned by estates that are subject to challenge
Conflict of law and foreign legal considerations in the administration of Canadian estates and trusts
Instructor(s):
Brian Gilmartin, JD, Partner at WEL Partners
Rahul Sharma, LL.B., Partner at Fasken
Tickets
1 CPD Hours
$49.00Tax: HST included
Total
$0.00