OBA Trusts & Estates Law PROGRAM | Original Program Date: April 12, 2022
Join us for a comprehensive analysis of what lawyers need to know about registered plans, including:
- understanding the nature of designations and best practices for drafting them;
- how to use registered plans as part of effective estate planning;
- tax treatment on death including rollovers; and
- insights from financial institutions on key issues such as the Calmusky decision and electronic designations.
Don’t miss this opportunity to get the knowledge you need to ensure you are equipped to best advise your clients.
PROGRAM CHAIR
Robin Spurr, CIBC
PROGRAM SPEAKERS
Ann Elisa Alexander, CIBC
Lorraine Allard, RBC
Amanda Stacey, Norton Rose Fulbright
PROGRAM DETAILS
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| For 1 to 3 Participants |
CBA Member: $50*
Non-Member: $80* |
| For 4 or more Participants |
CBA Member: $75*
Non-Member: $145* |
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*plus applicable taxes
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