Date:
June 4, 2026
Course:
Advising Trustees, Beneficiaries and Others 2026
Contributor(s):
Caroline Deane
Wills Estates and Trusts » Tax issues, Trust planning
Presentation Content:
Slides: Various Tax Issues Paper: Various Tax Issues
April 24, 2025
Planning for Health Care and Financial Decisions 2025
Jennifer Leach Sandford
Wills Estates and Trusts » Client Relations, Trust planning, Incapacity planning and capacity issues
Slides: Trust Planning for Persons with Disabilities to Maximize Provincial and Federal Benefits Paper: Planning for Persons with Disabilities
May 25, 2023
Trusts in the 21st Century 2023: The Seas are Getting Choppier
Paula Bosenberg
Wills Estates and Trusts » Client Relations, Executors and trustees, Professional Responsibility, Tax issues, Trust planning
Slides: Settling Property on Trustees Paper: Settling Property on Trustees
Slides: Various Tax Issues
Paper: Various Tax Issues