The complexity arises as a result of:

  • - Estate litigation and tax problems, including poor or incorrect tax filing and reporting history
  • - Dealing with foreign assets and foreign beneficiaries, including in the context of estate and trust disputes
  • - Failing to take into account deleterious tax consequences to beneficiaries resident and assets located in foreign jurisdictions
  • - The impact and implications of CRA tax audits, objections and appeals on estate and trust administration
  • - Dealing with active businesses owned by estates that are subject to challenge
  • - Conflict of law and foreign legal considerations in the administration of Canadian estates and trusts

    1. Presentation

    2. Recording

About this course

  • $49.00
  • 1 CPD hour
  • December 17, 2024

Instructor(s)

Bryan Gilmartin

Bryan Gilmartin , BMus, JD/JD

Bryan is a Partner at WEL Partners in Toronto, Ontario, where he practices exclusively in the areas of wills, trusts, estates, powers of attorney, guardianship, and capacity related litigation. Since 2020, Bryan has also co-mediated estate and trust related disputes.

Bryan has worked on matters at all levels of court, including the Ontario Court of Appeal and the Supreme Court of Canada. His articles have been featured in the Globe and Mail, he regularly presents at Continuing Legal Education programs, and he has been named in Best Lawyers: “Ones to Watch” since 2021.

Bryan is a member of the Baycrest Foundation Professional Advisory Group and is an Technology Liason on the Ontario Bar Association Elder Law Executive Committee.

Rahul Sharma

LL.B., Partner at Fasken

Rahul Sharma advises international and Canadian clients on a variety of tax, trust, and estate planning matters. He is particularly experienced with cross-border and international trust and estate matters, as well as matters involving offshore or non-resident trusts with ties to Canada. Rahul also counsels high and ultra-high net worth individuals, corporations, trusts and estates on Canadian income tax matters, including succession planning for closely held businesses. Rahul regularly advises both resident and non Canadian trustees and trust companies on Canadian tax matters.

Rahul is recognized by Chambers and Partners as a leading lawyer in the area of private wealth law in Canada, particularly for his work on cross-border/international matters. Rahul is also recognized by Best Lawyers as a leading lawyer for trust and estate matters in Canada. Fluent in English, French, Spanish, Hindi and Urdu, Rahul regularly speaks on private client and tax topics and has authored and co authored various chapters, papers and articles on tax, trust and estate-related matters. Rahul is the Editor-in-Chief of Federated Press’ Personal Tax and Estate Planning journal and a co-editor of Thomson Reuters’ Taxes and Wealth Management publication.