Beneficiary Designations [WEBCAST ONLY] 

Jun. 7, 2023
ON

OBA Trusts and Estates Law PROGRAM | 12:00 PM to 1:30 PM (ET)

This program is designed to provide estate lawyers with a comprehensive understanding of beneficiary designations and their impact on estate planning. Beneficiary designations can have a significant impact on the distribution of assets, and it is crucial for estate lawyers to have a thorough understanding of the legal and practical implications of designations. The program will look at:

  • Beneficiary designations and their role in estate planning
  • Legal requirements for beneficiary designations
  • Advantages and disadvantages of different beneficiary designations
  • Coordination of beneficiary designations with other estate planning tools, such as wills and trusts
  • Tax implications of beneficiary designations, including income tax and estate administration tax
  • Best practices for advising clients on beneficiary designations
  • Beneficiary designations and the presumption of resulting trusts

 

This program provides estate lawyers with the knowledge and tools they need to advise clients on beneficiary designations and their impact on estate planning. By attending this program, estate lawyers will be better equipped to provide comprehensive estate planning services that meet the needs of their clients.

PROGRAM CHAIR

Jennifer Corak, Minden Gross LLP

PROGRAM SPEAKERS

Donna Graham, Professional Practice Group, RBC Wealth Management, Royal Trust
Ian Lebane, Vice President, Tax and Estate Planner, TD Wealth
Amanda Stacey, Miller Thomson LLP
Demetre Vasilounis, Fasken

PROGRAM DETAILS

Date: Wednesday, June 7, 2023
Time: 12:00 pm - 1:30 pm Webcast Program (ET)
 

PROGRAM PRICE

CBA Member: $59* | CBA Student Member: $31* | Non-Member: $107*

*plus applicable taxes

 

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    OTHER FORMAT AVAILABLE

    Click here to purchase the archived video stream.



    Group rates Available:

    2 - 4 registrants = 10% discount
    5 - 9 registrants = 15% discount
    10 - 19 registrants = 20% discount
    20+ = 25% discount

    To take advantage of the discount, please contact:
    registrations@oba.org



    SPONSORSHIP

    Interested in sponsoring this CPD program?

    Click here for more information.



    Viewer Specifications for Webcast

    Zoom App (latest version)
    Adobe Acrobat Reader 10.0+
    High-speed internet connection
    Modern web browser, e.g. Internet Explorer 11+

 

CONTACT INFO

Ontario Bar Association
Tele: (416) 869-1047
Toll-free in Ontario
1-800-668-8900
E-Mail: registrations@oba.org
Web: www.oba.org