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.

Why this is timely:

Beginning in 2016, the graduated tax rates currently available to testamentary trusts will only apply for the first three years of the trust.  For testamentary trusts that continue beyond three years, the rate applied to income taxed in the trust will be the highest tax rate (currently 29% federally).  Inter vivos trusts will be taxed at the flat 29% rate with no three-year delay. The only exception to this rule will occur in the case of trusts set up for people qualifying for the federal Disability Tax Credit. Professional tax and wealth advisors need to be ready to plan for these changes in their practices.

Key Benefits:

Participants will learn how individual, corporate and trust structures can assist in helping families plan for intergenerational wealth creation and transition. There will be a special emphasis on the tax-efficient transfers of assets during lifetime, at times of incapacity and at death and beyond to ensure that multiple lifetimes of asset-building are sustained.

Course Components:

This one‐day workshop is delivered with three components; pre-reading, in-class session, and a post-session online course component (the latter is optional). The all-inclusive workshop fess also include lunch, coffee, and snacks as well as accreditation for CE/CPD purposes and certification. Earn up to 30 CE/CPD credits, as detailed below.

Workshop dates and locations

    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.