GTA Accountants & Finance Network

Decisional Capacity

This presentation will explore the nature of capacity and issues that arise when taking instructions from clients with diminished capacity.

Joint Tenants on Title to Real Property and the Application of a Resulting Trust

Recent case law in the Ontario Superior Court of Justice illustrates how lower courts in Canada continue to struggle with the concepts of joint tenancy and the right of survivorship post the Supreme Court of Canada’s decision in Pecore v. Pecore.

The Benefit of Using a Life Care Plan Report in Estate Planning/Litigations and Financial Planning

This presentation will discuss what is a Life Care Plan, elements of Life Care Plan and important case laws. Participants will learn the importance of this tool in calculating expected future life expenses, due to aging and disability, as it relates

Trust Returns & Reporting: Practical Guidance & New Developments

The presentation will focus on the preparation and filing of trust returns in light of the new reporting requirements. In light of these developments the presentation will also go into an overview of trusts and the complexities of setting up trusts.

Executor Training 101 (January 2024)

This workshop walks the participant through the estate administration process from A to Z.

Estate Planning and Administration for Persons with Disabilities: Tips, Traps and Common Ground

This presentation will explore key issues that are relevant for effective estate planning and administration involving persons with disabilities.