Tax Planning for the Wealthy Family 2012

Workshop Included: Succession and Tax Planning for Owner-Managers

Highlights:

• Hear from Canada’s foremost personal tax and estate planning experts as they discuss:

• Strategies for using trusts to protect accumulated wealth in a tax effi cient fashion

• The latest judicial decisions, CRA rulings and other pronouncements

• Most current developments in tax law pertaining to owner-managers and examine tax planning strategies in light of these tax changes

• The interplay between family and estate law and how it impacts estate planning for couples

• The latest insight on the tax and fi nancial considerations of creative charitable techniques

Participating Organizations:

• Aird & Berlis LLP

• BMO Nesbitt Burns

• CALU (Conference For Advanced Life Underwriting)

• Davies Ward Phillips & Vineberg LLP

• Fasken Martineau DuMoulin LLP

• Fraser Milner Casgrain LLP

• Gowling Lafl eur Henderson LLP

• Miller Thomson LLP