Wills & Trusts-South 

Feb. 11, 2020
Calgary AB

Notice of Meeting - Wills and Trusts Section (South)  

February 11th, 2020 @ 12:00 PM

Canadian Bar Association 
710, 777 - 8 Avenue SW
Calgary AB

Speaker: Kim Moody, CEO / Director, Moodys Gartner Tax Law LLP

Topic: This fast-paced session will give you short / intense bursts of updates in charitable giving, pour-over trust planning and basic US tax considerations that estate and trust lawyers need to be aware of.  Some of the topics that Kim will speak about will include:

  • What’s new in charitable giving that estate and trust lawyers need to be aware of?
  • A review of some basic statistics as it relates to Canadians’ philanthropic objectives (how many Canadians engage in philanthropic planning?  Why are Canadians motivated to give? Why will Canadians give in the future, etc.?)
  • A quick review of the Quinn Estate case and the fallout that can occur with similar planning;
  • An update on the efforts being made to propose changes to the law surrounding pour-over planning / issues;
  • Who is a US citizen and why should you care?
  • If you’re dealing with a US citizen who is resident in Canada, what are some of the required considerations?

Cost: Full Section Members - No charge 
Materials Only & Non-Section Members* - $25.00
(Includes GST. R#100760487) Payment can be made by cheque, Visa or Mastercard. 

To RSVP, click on the REGISTER NOW link above (top right of page). 
RSVP's must be received at least 24 hours in advance of the meeting.

*Materials only or non-section members who confirm and do not attend will still be charged the fee. Section memberships are individual memberships and are not transferable nor are substitutions permitted at meetings.  You must be a current National CBA member in order to attend.


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