Poyser Discusses Reportable Transactions, Family Dissention and Family Asset Transitions

John Poyser will challenge professional advisors to open their dissenting issues – with CRA, within family wealth discussions, and when preparing the transition of cottage and business assets to the next generation in a compelling program of tips and traps all tax and wealth advisors need to be aware of.

Topics include:

• Recent Jurisprudence; Legal Perspectives in Tax Litigation
• Reportable Transactions
• Documenting Family Life Events - Capacity to Incapacity
• Changes in Trust Law: What the Budget Did; Planning on a Go-Forward Basis; Family Cottages and Estate Freezes
• Working with Dissention in the Family

JOHN POYSER, LL.B., TEP

John Poyser is a partner with the Winnipeg Law firm Tradition Law LLP Estates and Trusts and with the Wealth and Estate Law Group, a boutique law firm in Calgary and a Strategic Partner with Knowledge Bureau in a new website for families encountering lifecycle changes: Attorney and Executor School.

John’s practice is limited to estate planning and estate litigation support, serving clients in Alberta, Manitoba and Ontario. The mainstays of his practice include strategies to reduce Canadian income tax, provincial probate tax, and U.S. estate tax, as well as planning for disabled heirs and in blended family situations. He helps families protect wealth against mistakes in judgment, marital breakdown, and creditors. He also provides advice to litigants and their lawyers during capacity and will disputes and conducts estate litigation.

Nationally, he is a past chair of the Wills, Estates and Trusts Section of the Canadian Bar Association (the “CBA”), and is past Deputy Chair of the Canadian Branch of the Society of Estate and Trust Practitioners (“STEP”). Provincially, he is a past chair of the Wills and Estates Section of the Manitoba Bar Association, and a past chair of the Winnipeg Chapter of STEP. He co-authors a text book for Carswell, entitled The Taxation of Trusts, a Practitioner’s Guide, currently in its eighth edition, helping accountants and lawyers in Canada deal with the taxation and planning issues.

He is editor-in-chief of The National Concordance, a compilation of succession and capacity laws across Canada jointly published online by the CBA and Westlaw eCarswell. He also serves as an associate editor of The Estates and Trusts Reports, a national case law reporting service for lawyers and judges. He is a regular contributor to the Estates, Trusts, and Pensions Journal.

He is the author of the Knowledge Bureau certificate course Use of Trusts in Tax and Estate Planning, and the co-author of the certificate course, Final Returns on Death of a Taxpayer.

Join John at the Distinguished Advisor Workshop in the following cities: Winnipeg - May 21, Calgary - May 22,
Vancouver - May 23, Toronto - May 26, Halifax - June 3. For full agenda and workshop details, click here.