No upcoming events for this branch at the moment.

View all archived events for the Atlantic branch.

Below is a list of recent events for this branch.

• November 18, 2010Insolvent Estates

  Speakers:

  • Catherine Watson, Partner, McInnes Cooper
  • Jessica Lyle, Senior Will & Estate Planner, Scotia Private Client Group
  
  This topic will be presented as a discussion of case studies and case law to outline a variety of issues around insolvent estates, including the following:
  • Advice to clients to minimize estate for tax and probate, privacy, etc. could leave estate without sufficient assets to pay taxes and expenses of deceased.
  • No withholding on RSP when there is a direct beneficiary. Joint liability to CRA?
  • S.160, What can CRA do and not do? Preferred creditor?
  • Who represents clients in these kinds of “cases”? Who is the client/who pays?
  • Rules in Probate Act for insolvent estates
  
  
  Registration: 2:00 PM
  Seminar: 2:30 PM - 4:45 PM
  
  Venue: Compass Room at the Casino Nova Scotia, 1983 Upper Water Street, Halifax, NS
  
  »  Online Registration
  »  Paper Registration
• March 10, 2011 Dealing with Registered Investments at the Time of Death

  Speakers:

  • Henry Visser, McInnes Cooper
  • Peter Wilson, Scotia Private Client Group
  
  A discussion on estate planning issues that may arise when dealing with-
  • RRSPs
  • RRIFs
  • Locked-in retirement plans
  • Registered pension plans
  • TFSAs
  • RESPs
  • RDSPs
  
  The discussion will included an explanation as to how these funds are taxed at the time of death, who is entitled to the contributions, the income and/or government grants or bonds, and some of the technical issues regarding different types of beneficiary designations.
  
  Registration: 2:00 PM
  Seminar: 2:30 PM - 4:45 PM
  
  Venue: Compass Room at the Casino Nova Scotia, 1983 Upper Water Street, Halifax, NS
  
  »  Online Registration
  »  Paper Registration
• May 19, 2011 Tax and Estate Planning for Small Business Owners in Atlantic Canada

  Speakers:

  • Dan Leblanc, Partner, Tax Services, Ernst & Young
  • Gilles E. Bujold, BUJOLD P.C. Lawyers – Tax Advisors
  
  The seminar will be a mini case study involving an owner-manager of a Canadian Controlled Private Corporation and will include a discussion of tax and estate planning issues faced by business owners in Atlantic Canada. The material will include an overview of corporate reorganizations applicable to owner-managers and discussions on the use of trusts in both tax and estate planning. Issues will be addressed from an accounting, tax and legal perspective and practical solutions and approaches will be discussed.
  
  Registration: 2:00 PM
  Seminar: 2:30 PM - 4:45 PM
  
  Venue: By Videoconference From/To Stewart McKelvey Offices–
  Please select location:
  • Suite 600, Frederick Square, 77 Westmorland Street, Fredericton, NB
  • Suite 601, Blue Cross Centre, 644 Main Street, Moncton, NB (SOLD OUT)
  • Suite 1000, Brunswick House, 44 Chipman Hill, Saint John, NB
  • Suite 1100, Cabot Place, 100 New Gower Street, St. John's, NL
  • Suite 900, Purdy's Wharf Tower One, 1959 Upper Water Street, Halifax, NS
  • 65 Grafton Street, Charlottetown, PEI
• 
   ONLINE REGISTRATION
  Please click on the link below for the location you will be attending to ensure the appropriate taxes will be charged.
  
  »   Fredericton, NB (Click here to register)
  
  »   Moncton, NB (Click here to register) (SOLD OUT)
  
  »   Saint John, NB (Click here to register)
  
  »   St. John's, NL (Click here to register)
  
  »   Halifax, NS (Click here to register)
  
  »   Charlottetown, PEI (Click here to register)
• 
   PAPER REGISTRATION
  »  Paper Registration