THE Annotated alter ego trust and discretionary trust 2024

Wednesday, March 6, 2024 (1:00 p.m.–4:00 p.m.)

View this webcast program from your home or office computer.

This program qualifies for 2 h 15 m Substantive, 45 m Professionalism 

Co-Chairs:

The creation of a trust has always been an important tool in the toolbox of every estates lawyer. But in recent years, more specialized trust instruments have gained prominence in meeting your clients' needs. This program provides you with practical guidance on how to draft both an Alter Ego Trust and a Discretionary Trust. Our expert presenter panels review all of the pertinent legislative and case law developments, and provide you with updated Annotated Alter Ego and Discretionary Trust precedents as solid resource documents.

• Receive an overview of the tax issues related to trusts
• Hear about the common errors to avoid in setting up trusts, and how to use trust precedents effectively
• Learn what should be included in your retainer agreements and reporting letters

Program Agenda

Please note that 11+ participants are required to secure the 50% off discount. The WRLA will notify participants if registration does not reach 11 participants.

If 11 people register, the cost of the event will be $115.00 + HST ($14.95) for a total of $129.95 for WRLA members. 

Registration for this CPD will close on Wednesday, February 28, 2024 at 4:00 p.m. We cannot accept registrations after this time.

**We must receive your payment on or before Wednesday, February 28, 2024 in order to register you with the LSO for this CPD.**

WRLA Cancellation Policy