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2016 Guide to Complex Issues in Estate and Tax Planning

Tab A
Agenda

Tab B
Faculty List and Biographies

Tab 1
Income Tax Act Update: Implications on Spousal, Alter Ego & Joint Partner Trusts
Howard M. Carr,
Fasken Martineau DuMoulin LLP
Kathy M. Munro, PricewaterhouseCoopers LLP
Corina S. Weigl, Fasken Martineau DuMoulin LLP

Tab 2
Critical Update on the Landscape of Charitable Donation in 2016
Susan M. Manwring,
Miller Thomson LLP

Tab 3
Planning for Incapacity and End of Life Care
Hilary E. Laidlaw,
McCarthy TétraultLLP
Jane E. Meadus, Institutional Advocate & Staff Lawyer, Advocacy Centre for the Elderly

Tab 4
Mutual Wills and Domestic Contracts as an Estate Planning Tool
Karon C. Bales,
Bales Beall LLP
Leonard Bosschart, Fogler, Rubinoff LLP

Tab 5
Hot Button Issues in Cross Border Taxation and Estate Planning
Veronika Chang,
Morris Kepes Winters LLP

Tab 6
Note Paper