Elderly Client 2014
January 21 - 22, 2014
Toronto , Canada
Providing legal and financial planning advice to an increasingly expanding segment of the Canadian population
Highlights:
• Explore strategies for using trusts to protect accumulated wealth in a tax efficient basis
• Discuss the concept of financial abuse of the elderly and the latest developments in financial abuse litigation
• Review efficient financial, legal and taxation issues and how to make sure you cover all your bases to avoid excess taxation
• Examine the definitions and tests for capacity to consent to treatment and admission to a care facility as well as capacity to manage property
• Examine estate planning techniques to help avoid costly litigation
• Uncover problematic circumstances involving powers of attorney
• Examine tax planning for retiring abroad
• See how techniques for creative and diligent planning can reduce taxes, facilitate optimum distributions and streamline administration
Participants:
• Charles B. Ticker Law Office
• Goodmans LLP
• Gowling Lafleur Henderson LLP
• Manulife Financial
• Miller Thomson LLP
• Minden Gross LLP
• Rosen Sunshine LLP
• Tax Chambers
• Whaley Estate Litigation
Highlights:
• Explore strategies for using trusts to protect accumulated wealth in a tax efficient basis
• Discuss the concept of financial abuse of the elderly and the latest developments in financial abuse litigation
• Review efficient financial, legal and taxation issues and how to make sure you cover all your bases to avoid excess taxation
• Examine the definitions and tests for capacity to consent to treatment and admission to a care facility as well as capacity to manage property
• Examine estate planning techniques to help avoid costly litigation
• Uncover problematic circumstances involving powers of attorney
• Examine tax planning for retiring abroad
• See how techniques for creative and diligent planning can reduce taxes, facilitate optimum distributions and streamline administration
Participants:
• Charles B. Ticker Law Office
• Goodmans LLP
• Gowling Lafleur Henderson LLP
• Manulife Financial
• Miller Thomson LLP
• Minden Gross LLP
• Rosen Sunshine LLP
• Tax Chambers
• Whaley Estate Litigation
Venue
Location: Hotel Novotel Toronto Centre
The Novotel Toronto Center in downtown Toronto is ideal for business or vacation travel. The hotel features an indoor pool, gym, restaurant, free WiFi and meeting facilities. Many attractions are..
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