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Staying Out of Trouble: Keeping estate and life insurance gifts on the right side of the tracks
Presented by: Margaret Mason, Norton Rose Fulbright LLP & Kevin Wark, LL.B, CLU, TEP, Conference for Advanced Life Underwriting (CALU)
In recent years many different tax and estate strategies have arisen involving philanthropic gifts, ranging from the fairly simple to the highly complex. Unfortunately, not all of these strategies have been fully tested for compliance with provincial and federal regulations and tax laws. In other cases, new issues are being raised based on legal cases both here in Canada, and around the world.
For lawyers, accountants, financial advisors, and charities some of these strategies may carry significant legal and ethical risks to both your professional reputation, as well as the needs of your client. Join us for a panel discussion with Kevin Wark, Tax Consultant for the Conference for Advanced Life Underwriting (CALU) and Margaret Mason, partner at Norton Rose Fullbright Canada LLP for an in-depth discussion of current practices in the insurance and legal aspects of philanthropic planning, and learn how you can ensure that you, your clients, and your donors can ensure that everyone is staying safely on the right side of the tracks.
This webinar was originally broadcast on January 26, 2022
