Date:
October 17, 2024
Course:
Estate Planning Update 2024
Contributor(s):
Dwight D. Dee
Wills Estates and Trusts » Devolution of assets, Estate planning, Tax issues
Presentation Content:
Slides: Planning with the Acronyms: RRSPs, RRIFs, TFSAs, RDSPS, RESPs, FHSAs Paper: Registered Plans: Some Practical Considerations for the Estate Practitioner
May 25, 2023
Trusts in the 21st Century 2023: The Seas are Getting Choppier
Wills Estates and Trusts » Charitable giving, Tax issues, Trust planning
Slides: Choosing Beneficiaries Paper: Selecting the Beneficiaries of A Trust
December 4, 2015
Securities Fundamentals 2015
Lucy H. Schilling
Larissa M. Streu
Securities » Disclosure, General
November 18, 2014
Securities Fundamentals: Private Placements 2014
Nicole Clement
Securities » General, Private placement