Join us for an overview of the Inspiring Possibilities: Estate Planning Guide, jointly prepared by CLO and PooranLaw. Following a review of the guide’s highlights and legislative updates, participants will leave with a better understanding of:
– Administration of trusts and estates—with a particular emphasis on the role and responsibilities of trustees—including the disposition of assets
– Tax filings
– Financial statements and investment considerations
– ODSP reporting
– Other related legal matters
We look forward to your questions. See you there!