Conference · Toronto, Canada
Elderly Client
Senior Citizens · General
Key numbers
- Editions on record
- 2first in 2014
About Elderly Client
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:
• Blumberg Segal LLP
• CI Investments
• Connor Clark & Lunn Private Capital
• Gowling Lafleur Henderson LLP
• Hiltz Szigeti LLP
• Manulife Financial
• Miller Thomson LLP
• Minden Gross LLP
• MNP LLP
• Rosen Sunshine LLP
• Tax Chambers LLP
• The Empire Life Insurance Company
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.
Questions
When is Elderly Client?
The next dates haven't been confirmed. The last edition we have on record was 22–23 Jan 2015.
Where is it held?
The last edition we have was at Courtyard Toronto Downtown, Toronto, Canada.