OBA Trusts and Estates Law PROGRAM | Original Program Date: June 7, 2023

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