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The Annotated Alter Ego Trust and Discretionary Trust 2024

When
6 Mar 2024
1:00 PM - 4:00 PM
Location
Webcast

Registration

The Annotated Alter Ego Trust and Discretionary Trust 2024 – $140.00

Registration is closed

The creation of a trust has always been an important tool in the toolbox of every estates lawyer. But in recent years, more specialized trust instruments have gained prominence in meeting your clients' needs. This program provides you with practical guidance on how to draft both an Alter Ego Trust and a Discretionary Trust. Our expert presenter panels review all of the pertinent legislative and case law developments, and provide you with updated Annotated Alter Ego and Discretionary Trust precedents as solid resource documents.

Receive an overview of the tax issues related to trusts
Hear about the common errors to avoid in setting up trusts, and how to use trust precedents effectively
Learn what should be included in your retainer agreements and reporting letters

Program Agenda

CPD Hour(s) 2 h 15 m Substantive 45 m Professionalism

Member Fee: $140.00 (HST Incl.)

York Region Law Association 50 Eagle St W, 3rd Floor Newmarket ON L3Y 6B1 905-895-2018 / 1-866-221-8864