Estate Planning - Two Wills, Alter Ego Trusts and Tax issues

Attorneys John Allen and Brian Quinlan focus on the following issues:

1. Taxes on death – some can be delayed; some can be avoided
2. Delay the capital gains tax, with an estate freeze
3. Delay income tax, with a spousal RRSP rollover – how that works
4. Avoid the probate tax, with two wills, an alter-ego trust or a joint partner trust
5. Their interplay – trusts, two wills - a discussion and some pitfalls

Professionalism elements:

• Getting proper instructions from your client
• Inter-generational conflicts of interest, where the elderly may want simplicity but the next generation may want complex arrangements to save on estate taxes

PRESENTERS

John Allen has a general practice, with a focus on business law and estate planning. John became a lawyer in 1991. He clerked with the Ontario Superior Court and joined Allen & Allen in 1992.  John co-authored the Estate Planning Handbook with William Allen and the new 4th edition with Brian Quinlan, recently published by Carswell.

Brian Quinlan is a partner at Campbell Lawless Professional Corporation.
His practice focuses on the income tax and estate planning issues of owner-managed businesses and their families.  Brian co-authored the 4th Edition of the Estate Planning Handbook with John Allen, published by Carswell.

If you intend to take a course for CLE credit, please make sure your state is listed in the "Accreditation" section to the upper right of the program description. Accreditation displayed is unique to the purchased program format (live conference, live webcast, on demand, podcast). Credit totals listed for live conferences are the maximum credits available. Credits issued will be based upon actual time in attendance.  Credit totals for other formats are for complete programs.  Partial credit is not available for any online or downloadable format. 

West LegalEdcenter will not provide accreditation for states not listed. 

This product is intended for individual use by the named purchaser. Group viewings for online programs may be arranged for five or more attorneys within the same organization prior to viewing by emailing west.wlec-sales@thomson.com.