In our increasingly “border-less” world, practitioners are frequently required to consider non-residents in the context of tax and estate planning for clients. Be it a spouse who holds citizenship in another country but resides in Canada, a trust which may include non-residents as trustees or beneficiaries, a child who leaves Canada to study and remains abroad to work, or a client who intends to purchase or owns a vacation property outside Canada, failing to consider and address non-residency and ownership of property situated outside of Canada in the context of Canadian tax and estate planning can result in unintended and significant Canadian income tax implications.
This seminar will focus on Canadian tax and estate planning in the cross-border context.
Tax and Estate Planning Involving Non-Residents is another in a series of seminars which are being offered to tax and estates practitioners and their clients by David Fox and Corina Weigl, expert advisors from Fasken Martineau’s Taxation and Trusts, Wills, Estates and Charities groups, respectively.
Each seminar in the series offers a fast-paced and practical presentation on particular topics, including new developments, planning ideas, and common pitfalls. Each seminar will be limited to one hour and is complimentary.
Agenda
7:30 am - 8:00 am Registration and Breakfast
8:00 am - 9:00 am Presentation and Q&A
Note: The hours from this non-accredited seminar can be applied towards the 9 Substantive Hours of annual Continuing Professional Development (CPD) required by the Law Society of Upper Canada for Ongoing Members. Please note that this seminar is not accredited for Professionalism Hours and therefore may not be counted for New Members or for Professionalism Hours for Ongoing Members.
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