Agenda - April 16th, 2021
9:00 |
Welcome and Introduction by PBLI |
9:05 |
Chair's Welcome and Introduction |
Cheyenne Reese Legacy Tax + Trust Lawyers
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9:10 |
Choice of Law and Multiple Wills |
Peter J. Glowacki Borden Ladner Gervais LLP
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9:55 |
Questions and Discussion |
10:05 |
Morning Break |
10:20 |
Real Estate Holdings |
Rebecca Cynader Farris LLP
Ryan McCracken Farris LLP
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11:05 |
Questions and Discussion |
11:15 |
US Tax and Estate Issues |
Cheyenne Reese Legacy Tax + Trust Lawyers
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12:15 |
Questions and Discussion |
12:25 |
Lunch Break |
1:20 |
Considerations When Choosing Your Decision-Makers |
Litza N. Anderson Scotia Wealth Management
Michelle L. Isaak DLA Piper (Canada) LLP
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2:05 |
Questions and Discussion |
2:15 |
Afternoon Break |
2:30 |
Select Canadian Tax Considerations |
Ian Worland Legacy Tax + Trust Lawyers
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3:20 |
Questions and Discussion |
3:30 |
Select International Tax Considerations |
Tim Barrett Thorsteinssons LLP
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4:20 | Questions and Discussion |
4:30 | Chair's Closing Remarks |
4:35 | Program Concludes |