Date: May 6, 2020 Time: 1:00 PM - 2:00 PM Price: $95 + GST $29 + GST Presenter: Gordon P. VanderLeek Review the basic principles and benefits of the AISH program. Discuss the legislative history of the exemption of trusts from asset calculations and how AISH treats various sources of income. Consider some […]
Date: June 11, 2020 Time: 9:00 AM–10:00 AM Price: $95 + GST $29 + GST Presenter: Gordon P. VanderLeek, VanderLeek Law  In this session, we will examine the rules under the Adult Guardianship and Trusteeship Act and the regulations relating to applications for a review of accounts. Review the statutory and fiduciary obligations […]
About Faculty About This event occurred in the past. The recording is now available as a Webinar on Demand.  Understanding what a client wants to do, along with all the implications of doing so, is critical in an estate planning practice. Explore key considerations, potential tax issues, common pitfalls, and drafting techniques to benefit your practice. […]
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