Tax Considerations for Estates Planners: Key Issues and Helpful Strategies [WEBCAST ONLY] 

Oct. 22, 2021
ON

OBA Trusts and Estates Law Section PROGRAM | 9:00 AM to 12:00 PM (ET)

The importance of understanding the tax consequences of the estate plan cannot be overstated because of the significant tax liability that can arise both in an estate and for the beneficiaries of an estate. Our expert faculty will provide critical insights on tax obligations that arise on the death of the testator and the tax treatment of some of the most commonly used estate planning tools. Don’t miss the opportunity to learn tax and estate planning strategies to ensure that your client’s estate is set up in a way that is most favourable to your client and their beneficiaries.

PROGRAM CHAIRS

Emily Hubling, Fasken Martineau DuMoulin LLP
Darren Lund, Miller Thomson LLP

AGENDA

For more information, please view the full program agenda

PROGRAM DETAILS

Date: Friday, October 22, 2021
Time: 9:00 am - 12:00 pm Program (ET)
 

PROGRAM PRICE

CBA Member: $204* | CBA Student Member: $77* | Non-Member: $308*

(includes e-materials access) *plus applicable taxes

 

Due to the pandemic, OBA program materials are currently available in digital format only until further notice. If you are interested in purchasing hardcopy materials, please email publications@oba.org and the Publications Coordinator will contact you once we are able to print and ship the materials.

 

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    FORMAT AVAILABLE

    Click here to register for the webcast.



    Group rates Available:

    2 - 4 registrants = 10% discount
    5 - 9 registrants = 15% discount
    10 - 19 registrants = 20% discount
    20+ = 25% discount

    To take advantage of the discount, please contact:
    registrations@oba.org



    SPONSORSHIP

    Interested in sponsoring this CPD program?

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    Viewer Specifications for Webcast

    • Zoom App (latest version)
    • High-speed broadband internet connection
    • Current and updated web browser, that supports HTML5 video
    • If you need to download Adobe Acrobat Reader 10.0+, click here.
 

CONTACT INFO

Ontario Bar Association
Tele: (416) 869-1047
Toll-free in Ontario
1-800-668-8900
E-Mail: registrations@oba.org
Web: www.oba.org