Estate Planning & Trusts

Conference Center - Mezzanine | 1250 René-Lévesque West | Montreal

Program is subject to change. Please check back frequently for the most up-to-date version

8:15 am Registration opens: coffee and light breakfast will be served
8:55 am Opening remarks: Julie VézinaCanadian Tax Foundation 
Moderated by: Francine Wiseman, GWBR
9:00 am 

Wealth Transfer Planning—When a Beneficiary Heads South

Composed of three experienced tax practitioners, the panel will discuss the tax consequences when a child becomes resident of the US. More specifically, such discussions will cover: inter-vivos trusts, tax planning opportunities and tax minimisation, post mortem planning and US estate tax planning. The speakers will provide several practical examples in support of both the Canadian and US tax perspectives.

Matthew R. Hillery
, Goulston & Storrs
Abraham Leitner
, Goulston & Storrs
Steve Moses
PSB Boisjoli

10:00 am  Question Period

10:10 am  TOSI – Where Are We Now?

Details coming soon

Mark BrenderOsler

11:10 am  Question Period
11:20 am  Refreshment Break
11:35 am  Trust Amendments – Common Law and Civil Law – What Every Tax Lawyer Needs to Know

From a common law and civil law perspective, the speakers will discuss the amendment of the trust terms (amending power, conditions, how to amend, interpretation, issues, relevant case law, etc). The tax consequences of amending a trust will also be covered in this session.

Héléna Gagné
Troy McEachren
,  Miller Thomson

12:35 pm  Question Period
12:45 pm  Adjournment

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