Jewish Foundation of Greater Toronto Professional Advisory Committee presents:
It's a Matter of Trust! The Changing Landscape of Trust Planning
Tuesday, November 18, 2014
Breakfast: 7:30 am (Kashruth Observed) | Program: 8:00 - 10:30 am
Lipa Green Centre, Tamari Family Hall
Sherman Campus, 4600 Bathurst Street, Toronto (map)
Registration: $95 | Space is limited
Email: jewishfoundation@ujafed.org | Phone: Tanya at 416.631.5703
or, to register online, please click here.
Presentations will include:
- New Testamentary Trust Rules
New Rules | Elena Hoffstein, Fasken Martineau DuMoulin LLP
Planning Around New Rules | Pearl Schusheim, Ernst & Young
- Investment, Tax and Insurance Planning Using Trusts
Jamie Golombek, CIBC World Markets Inc.
- Cross Border Trusts
U.S. Trusts | Michael P. Pereira, KPMG LLP
Israeli Trusts | Rachel Blumenfeld, Miller Thomson LLP
Event is generously sponsored by: |
|
Continuing education credits available for Advocis, CFP, the Institute of Chartered
Accountants of Ontario and the Law Society of Upper Canada.
To unsubscribe from further PAC Breakfast Seminar emails from the
Jewish Foundation of Greater Toronto, please click here.
If special accomodation is required please contact us at 416-631-5703