Kate S. Marples
Tax Update for Estate Planners [1h 2min] Ethics Time: 0min

Date:

November 5, 2020

Course:

Estate Planning Update 2020

Contributor(s):

Kate S. Marples

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

Presentation Content:

Slides: Tax Update for Estate Planners
Paper: Tax Update for Estate Planners

Fundamentals of Taxation of Trusts [47min] Ethics Time: 10min

Date:

May 10, 2019

Course:

Tax Fundamentals for the Estate Practitioner 2019

Contributor(s):

Kate S. Marples

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

Presentation Content:

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

The First Appointment [1h 1min]

Date:

May 18, 2017

Course:

Basics of Wills and Estate Planning 2017

Contributor(s):

Kate S. Marples

Practice Management » Document management, Ethics
Wills Estates and Trusts » Client Relations, Estate planning, Wills

Presentation Content:

Slides: The First Appointment
Paper: The First Appointment

Management of Excluded Property in a Post-V.J.F. World [1h 17min]

Date:

November 4, 2016

Course:

Advanced Financial Issues in Family Law 2016

Contributor(s):

Lauren Blake

Kate S. Marples

Dinyar Marzban, QC

Gordon G. Plottel

Family Law » Division of property

Taxation of Personal Trusts Generally [47min]

Date:

April 15, 2016

Course:

Income Tax Fundamentals for the Estate Practitioner 2016

Contributor(s):

Kate S. Marples

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

Presentation Content:

Paper: Taxation of Personal Trusts

New Taxation Regime for Estates and Trusts [42min]

Date:

May 22, 2015

Course:

Estate Planning for Blended Families 2015

Contributor(s):

Kate S. Marples

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

Presentation Content:

Paper: New Taxation Regime for Estates and Trusts

The First Appointment [54min]

Date:

January 29, 2015

Course:

Basics of Wills and Estate Planning 2015

Contributor(s):

Kate S. Marples

Practice Management » Client Relations, Document management, Ethics
Professional Responsibility and Ethics » Client Relations, Ethics
Wills Estates and Trusts » Client Relations, Estate planning, Ethics, General, Professional Responsibility

Presentation Content:

Paper: The First Appointment