Conference · Toronto, Canada
Elderly Client 2014
Senior Citizens · General
Key numbers
- Editions on record
- 2first in 2014
About Elderly Client
Providing legal and financial planning advice to an increasingly expanding segment of the Canadian population
Highlights:
• Explore strategies for using trusts to protect accumulated wealth in a tax efficient basis
• Discuss the concept of financial abuse of the elderly and the latest developments in financial abuse litigation
• Review efficient financial, legal and taxation issues and how to make sure you cover all your bases to avoid excess taxation
• Examine the definitions and tests for capacity to consent to treatment and admission to a care facility as well as capacity to manage property
• Examine estate planning techniques to help avoid costly litigation
• Uncover problematic circumstances involving powers of attorney
• Examine tax planning for retiring abroad
• See how techniques for creative and diligent planning can reduce taxes, facilitate optimum distributions and streamline administration
Participants:
• Charles B. Ticker Law Office
• Goodmans LLP
• Gowling Lafleur Henderson LLP
• Manulife Financial
• Miller Thomson LLP
• Minden Gross LLP
• Rosen Sunshine LLP
• Tax Chambers
• Whaley Estate Litigation
From our listing of this edition. Details may have changed since.
Editions
| Year | Dates | Where | Exhibitors | Visitors |
|---|---|---|---|---|
| 2015 | 22–23 Jan 2015 | Courtyard Toronto Downtown Toronto, Canada | — | — |
| 2014 | 21–22 Jan 2014 | Hotel Novotel Toronto Centre Toronto, Canada | — | — |
Past editions from the bvents archive (2008–2019) and organiser figures where they were published.