The 9th Annual Estates and Trusts Summit (continued)
Yesterday, I referred to the 9th Annual Estates and Trusts Summit, put on by the Law Society of Upper Canada.
Day Two of the Summit focused on estate planning issues. Topics covered included:
1. Estate planning under the new dividend regime;
2. Issues arising in the drafting and use of powers of attorney for property;
3. Retainer issues of confidentiality, conflicts and privilege;
4. Beneficiary designations;
5. Family Law issues and their impact on Estates practices;
6. Issues surrounding the family cottage;
7. Cross border estate planning issues;
8. Tax issues in shareholder agreements;
9. Variation of trusts;
10. Executor compensation and GST;
11. Mutual Wills;
12. S. 116 certificates;
13. Guardianship of children;
14. Investment obligations for attorneys and guardians; and
15. RRSPs and RESPs.
Again, papers were delivered on most of these topics. The materials constitute an excellent resource for lawyers practicing in the area, or those dabbling.
Have a great day.
Paul E. Trudelle
