12th Annual Estates & Trusts Summit

Mark your calendars now for the upcoming 12th Annual Estates & Trusts Summit, scheduled for November 12th and 13th, 2009 in Toronto.  This program, organized by the Law Society of Upper Canada, has been described as "vital for anyone carrying on an estates practice".

Spanning two days, the program is structured as follows - "Day One" deals with issues surrounding estate planning in recessionary times; and "Day Two" considers the impact of the current economic climate on estate litigation.  Specific topics include (note that the list is not exhaustive and is subject to amendment):    

  • Estate Planning in Recessionary Times
  • US/Canada Cross-Border Planning
  • Essential Charity Law Update
  • Creating Insurance Trusts to Minimize Probate Tax on Life Insurance
  • The Exercise of Trustee Discretion
  • Constructive Trusts and Quantum Meruit
  • Standard of Care and Will Drafting
  • Duelling Powers of Attorney
  • Latest Costs Issues
  • Representing the Incapable Person
  • Estate Trustees During Litigation (ETDL’s) –Alternatives to Corporate Trustees

So, if you plan on attending or viewing the live webcast from your home or office, register now here.  Hardcopy materials for anyone interested will also be available for sale after the conclusion of the program.

Sarah Hyndman Fitzpatrick

Sarah Hyndman Fitzpatrick - Click here for more information on Sarah Fitzpatrick.

 

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