Resources

Please note all materials were prepared and presented for the date of the session and may no longer be current or up to date. Readers are encouraged to do further research on the subject.

Today
Today

Mid-Winter Materials

Making Major Gifts: How To Protect You and Your Client - Part 3

  • January 19, 2016

This presentation involves a case study regarding a client who wishes to make a substantial gift during life. The presenters discuss different issues that would need to be looked at in this type of case, such as tax implications, loss of control and the motivation for making the gift.

Wills + Trusts

Mid-Winter Materials

Making Major Gifts How to Protect You and Your Client – Part 1 and 2

  • January 19, 2016

This presentation involves a case study regarding a client who wishes to make a substantial gift during life. The presenters discuss different issues that would need to be looked at in this type of case, such as tax implications, loss of control and the motivation for making the gift.

Wills + Trusts

Mid-Winter Materials

Structuring and Attacking Joint Tenancies and Life Tenancies

  • January 19, 2016

This presentation looks at resulting trusts, and particularly goes over the situations in various cases dealing with joint accounts between parent and child. The presenter then describes the different grounds for attack available for these cases, as well as the type of evidence that may be involved.

Real Property Law, Wills + Trusts