Alexander Demner
Trusts Update—From Tax, Family, and Wills Perspectives [1h 5min] Ethics Time: 10min

Date:

November 7, 2024

Course:

Interplay Between Aging, Death & Divorce 2024

Contributor(s):

Alexander Demner

Gene Fraser

Michael P. Scott

Family Law » Division of property, Trusts
Wills Estates and Trusts » Estate planning, Tax issues, Trust planning

Presentation Content:

Slides: Trusts/Estates Update - From Tax, Family, and Wills Perspectives
Paper: Gifts and Equitable Remedies in Family and Estate Disputes
Paper: The Definition of “Spouse”

Tax Issues Specific to Blended Families [1h 9min]

Date:

May 30, 2024

Course:

Estate Planning for Blended Families 2024

Contributor(s):

Alexander Demner

Wills Estates and Trusts » Tax issues, Trust planning

Presentation Content:

Slides: Tax Issues Specific to Blended Families

Probate Planning [49min] Ethics Time: 4min

Date:

March 31, 2022

Course:

Tax Fundamentals for the Estate Practitioner 2022

Contributor(s):

Alexander Demner

Wills Estates and Trusts » Estate planning, Tax issues

Presentation Content:

Slides: The Probate Planner

Tax Issues Specific to Blended Families [34min] Ethics Time: 0min

Date:

April 8, 2021

Course:

Estate Planning for Blended Families 2021

Contributor(s):

Alexander Demner

Wills Estates and Trusts » Tax issues

Presentation Content:

Slides: Tax Issues Specific to Blended Families

The Probate Planner [1h 6min] Ethics Time: 5min

Date:

May 10, 2019

Course:

Tax Fundamentals for the Estate Practitioner 2019

Contributor(s):

Alexander Demner

Tax » Property transfer tax (see also Real Estate - Tax issues), Wills, estates and trusts tax issues
Wills Estates and Trusts » Client Relations, Estate planning, Tax issues, Trust planning

Presentation Content:

Slides: The Probate Planner

Tax Planning for Family Succession—Corporate and Trust Structures [54min]

Date:

May 6, 2016

Course:

Wealth Preservation and Succession for the Family Enterprise 2016

Contributor(s):

Alexander Demner

Tax » Wills, estates and trusts tax issues
Wills Estates and Trusts » Tax issues

Presentation Content:

Paper: Tax Planning for Family Succession—Corporate and Trust Structures

Use and Taxation of Alter Ego Trusts and Joint Partner Trusts [37min]

Date:

April 15, 2016

Course:

Income Tax Fundamentals for the Estate Practitioner 2016

Contributor(s):

Alexander Demner

Tax » Income tax, Wills, estates and trusts tax issues
Wills Estates and Trusts » Estate planning, Tax issues, Trust planning

Presentation Content:

Paper: Use and Taxation of Alter Ego Trusts and Joint Spousal or Common-Law Partner Trusts

Corporate Reorganizations: Divisive Reorganizations [30min]

Date:

November 27, 2015

Course:

Tax Issues for Commercial Practitioners 2015

Contributor(s):

Alexander Demner

Business Law » Tax issues
Tax » Corporate

Presentation Content:

Paper: Divisive Reorganizations