Martin Rochwerg presents at Assante Wealth Management National Conference
Martin Rochwerg co-presents two sessions during the Assante Wealth Management National Conference in Las Vegas, Nevada. On October 6, 2014, Marty and Ned Jeric of Stonegate Wealth Advisors will present on: “Domestic Estate Planning with Inter Vivos and Testamentary Trusts,”...
Gail Black speaks on wills and gifting
Gail Black presents “21 Year Deemed Disposition Rule for Trusts & Changes in Wills and Gifting on Death in Light of Recent Tax Changes”.
Gail Black moderates session at STEP National Conference
Gail Black is the moderator at a presentation on “Planning After Incapacity” at the STEP National Conference in Toronto.
Ken Burnett and Sandra Enticknap, QC speak at CLEBC’s Estate Planning for Blended Families course.
Ken Burnett is Course Co-Chair, and Sandra Enticknap speaks on “Trust Tools and Issues”.
Sandra Enticknap and Ken Burnett speak at CLEBC’s “Death is Not The End: Estate Administration Workshop.”
Event details as follows:
Sandra Enticknap and John Ferber speak on “Maximizing the Value of your Practice: Practice Structure, Practice Transition and Estate Planning” at a seminar for architects and engineers.
Event details as follows:
Rosanne Rocchi will be presenting June 17, 2014, on “Managing Conflicts of Interest that Arise When a Lawyer Acts as Both Legal Advisor and Director of a Corporation in Which the Client or Related Party Has an Interest” as part of the Conflicts of Interest Panel at the STEP Canada 16th National Conference, 2014 in Toronto, ON.
Event details as follows:
Gail Black speaks on Estate Planning to the Institute of Chartered Secretaries and Administrators.
Event details as follows:
Gail Black speaks on Estate Planning to the Institute of Chartered Secretaries and Administrators.
Event details as follows:
Martin Rochwerg and Rahul Sharma present “Tax Effective Cross-Border Will and Trust Planning” at the 3rd Cross Border Personal Tax Planning, by Federated Press on May 14 and 15, 2014 in Toronto.
Event details as follows:
