Date:
October 17, 2024
Course:
Estate Planning Update 2024
Contributor(s):
Christine M. Muckle
Cheyenne J.H. Reese
Genevieve N. Taylor
Wills Estates and Trusts » Estate planning, Tax issues
Presentation Content:
Slides: It’s a Small World: Planning for International Connections Paper: It’s a Small World: Planning for International Connections
May 25, 2023
Trusts in the 21st Century 2023: The Seas are Getting Choppier
Wills Estates and Trusts » Tax issues, Trust planning
Slides: Avoiding the Riptides of Non-B.C. Trusts and Section 94 Paper: Avoiding the Riptides of Non-BC Trusts and Section 94
November 3, 2022
Estate Planning Update 2022
Wills Estates and Trusts » Estate planning, Tax issues, Practice
Slides: US Estate and Gift Taxes Paper: Straddling the Border
March 31, 2022
Tax Fundamentals for the Estate Practitioner 2022
Wills Estates and Trusts » Client Relations, Tax issues, Trust planning, Incapacity planning and capacity issues
Slides: The Case of the Complex Children Paper: The Case of the Complex Children
November 5, 2020
Estate Planning Update 2020
Wills Estates and Trusts » Estate planning, Multijurisdictional estates, Tax issues, Trust planning, Wills
Slides: Straddling the Border: Select U.S. and Canadian Tax and Estate Planning Considerations Paper: Straddling the Border
May 10, 2019
Tax Fundamentals for the Estate Practitioner 2019
Tax » Wills, estates and trusts tax issues Wills Estates and Trusts » Client Relations, Estate planning, Tax issues, Trust planning
Slides: The Case of the Complicated Children Paper: The Case of the Complicated Children
November 15, 2018
Estate Planning Update 2018
Tax » Wills, estates and trusts tax issues Wills Estates and Trusts » Estate planning, Multijurisdictional estates, Tax issues, Trust planning
Paper: U.S. Expatriation and Other Cross-Border Planning Tools