June Distinguished Advisor Workshop - Transition Planning: Trusts and Estates

Substantial tax reform has recently changed the rules for post-death planning for high net worth families.

As a result, professional advisors must review the options available to accumulate, grow, preserve and transition wealth appropriately to individuals, corporations and inter vivos as well as testamentary trusts.

This workshop is designed to be both a primer on taxation of trusts and estates and strategic think tank for advanced planning opportunities for peers in the tax and financial services from coast to coast.

    Winnipeg - June 17, 2015

    Calgary - June 18, 2015

    Vancouver - June 19, 2015

    Toronto - June 22, 2015

Regular Tuition Fees: $595.  Save up to $245 by registering prior to May 31. Act by the May 31 deadline for multiple session discounts. For more information, click here.