Dwight D. Dee
Fundamentals of Taxation of Trusts Generally [1h 5min] Ethics Time: 10min

Date:

May 14, 2025

Course:

Tax Intricacies for the Estate and Trust Practitioner 2025

Contributor(s):

Dwight D. Dee

Amanda J. Stacey

Wills Estates and Trusts » Tax issues, Trust planning

Presentation Content:

Slides: Fundamentals of Taxation of Trusts
Paper: Fundamentals of Taxation of Trusts

Planning with the Acronyms: RRSPs, RRIFs, TFSAs, RDSPS, RESPs, FHSAs [56min] Ethics Time: 5min

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

Choosing Beneficiaries [50min] Ethics Time: 10min

Date:

May 25, 2023

Course:

Trusts in the 21st Century 2023: The Seas are Getting Choppier

Contributor(s):

Dwight D. Dee

Wills Estates and Trusts » Charitable giving, Tax issues, Trust planning

Presentation Content:

Slides: Choosing Beneficiaries
Paper: Selecting the Beneficiaries of A Trust

Prospectus Exemptions Update [59min]

Date:

December 4, 2015

Course:

Securities Fundamentals 2015

Contributor(s):

Dwight D. Dee

Lucy H. Schilling

Larissa M. Streu

Securities » Disclosure, General

The "How-To" Guide to Smooth Closings [1h 7min]

Date:

November 18, 2014

Course:

Securities Fundamentals: Private Placements 2014

Contributor(s):

Nicole Clement

Dwight D. Dee

Lucy H. Schilling

Securities » General, Private placement