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The Estate Freeze - Planning and Common Pitfalls

Tax Breakfast Seminar Series (Fasken Martineau Institute)
When
Where Fasken Martineau
Rideau & St. Lawrence Rooms
333 Bay Street, Suite 2400
Bay Adelaide Centre
,
Toronto, ON
M5H 2T6
Canada
Get directions

Practitioners routinely advise on and implement estate freezes for clients. However, the facts surrounding each freeze differ and the tax and estates practitioner must adapt in planning and implementing the estate freeze. Unique tax and estate planning opportunities will be appreciated by clients. However, even the most basic estate freeze is a mine field of potentially negative income tax, estate and family law problems.

This seminar will provide practical examples of basic and alternative estate freeze planning which can be implemented for clients depending upon their business, financial and personal goals and expectations. The seminar will also address common pitfalls and implementation errors which accompany estate freezes and, more importantly, ways in which those pitfalls can be avoided and how errors, should they occur, may be fairly addressed.

This is the first in a series of seminars which will be offered to tax and estates practitioners by David Fox and Corina Weigl, expert advisors from Fasken Martineau's Taxation and Trusts, Wills, Estates and Charities groups, respectively.

Agenda:

  • 7:30 am - 8:00 am Registration and Breakfast
  • 8:00 am - 9:00 am Presentation and Q&A

Note: The hour 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. Please note that this seminar is not accredited for Professionalism Hours or New Member CPD Hours.

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