Effective Estate and Tax Planning Strategies – Navigating the Next Normal.

Join our Private Client Service team as we address succession issues, asset protection, and optimizing your plan, all in the context of the current economy and evolving tax rules.

Dates and topics:

Thursday, June 11, 2020

• Act Now: Transferring the Cottage to Minimize Tax and Maintain Family Harmony!
• Vacation Property Bargains? What you Need to Know about Owning Foreign Property

Thursday, June 18, 2020

• Estate Planning 2.0: Beyond the Will and Power of Attorney.
• Marriage Contract Terms to Consider Now That Divorce Act Reform is Completed.

Thursday, June 25, 2020

• Facilitating Business Succession during Recessionary Times.
• Split That Income, Even In a TOSI World.

Thursday, July 9, 2020

• Have You Heard What The Judges Did Now to Alter Testator Intent?
• Trustees: Know Your Responsibilities During Volatile Market Conditions.

Access the full invitation and register for the webinars.