Course content

    1. Bill Bernstein's Presentation

    2. Molly Luu's Presentation

    1. Bill Bernstein's Recording

    2. Molly Luu's Recording

About this course

  • $59.00
  • 2 CPD hours
  • January 22, 2019

Course Description

There will be two topics covered during this webinar:

1. Effectively Dealing with the 21-Year Deemed Disposition Rule for Trusts

Speaker: William Bernstein, LL.M. (Taxation), TEP of Gardiner Roberts LLP


2. Tax Traps and How to Avoid Them - Lessons from a Negligence Lawyer

Speaker: Molly Luu, J.D. of Speigel Nichols Fox LLP

Instructor(s)

William Bernstein

Bill's practice covers a broad range of tax, estate planning and business law matters. With a master's degree in taxation law, being a member of the Society of Trust and Estate Practitioners and numerous years counseling entrepreneurial business owners, Bill provides his clients and their accountants with expert, practical advice.

Bill advises many of his own clients with the start-up, growth and reorganization of their companies making use of tax minimization strategies. He is also called in to assist other lawyers when a transaction requires tax input. His careful planning and attention to detail are invaluable in complex matters.

Bill also helps clients organize their affairs with comprehensive estate planning coordination. This often involves family trusts and plans for the continuation of a family business in addition to wills and powers of attorney.

Bill has lectured and written for the Ontario Institute of Chartered Accountants and the Ontario Bar Association. Bill has been an instructor at the Ontario Bar Admission Course in the areas of taxation and estate planning. Bill has been a member of the Executive of the Tax section of the Ontario Bar Association.

Molly Luu

Molly Luu is an advocate whose practice focuses on tax litigation. Before joining Miller Thomson LLP, Molly completed her articles at a national law firm in Toronto. After which, she spent a year as a judicial law clerk for the Superior Court of Justice. She was a Tax Controversy Partner at a commercial boutique before joining Miller Thomson LLP.

Molly is a problem solver. Drawing from her experience as investigative tax counsel who was routinely retained to review unintended tax consequences, she quickly identifies what lies at the heart of a problem. This enables her to act swiftly and efficiently to address the issue. She is mindful of the fact that less-obvious creative solutions are often the best ones. She is an expert at learning about her clients and their businesses and affairs with an aim to solve their tax controversies and grow with her clients and their businesses.