Register for this live interactive classroom style seminar to hear from the author/subject matter expert Caroline Rhéaume about this timely topic! This seminar provides comprehensive and concise coverage of practical strategies and tactics to maximize the use of trusts in tax, estate, and financial planning.
Who is it for?
Updated for 2017, this seminar is specifically designed for tax, legal, and financial planning professionals involved in estates and trusts.
What you will get out of it!
This live interactive seminar features in-depth material.
In a dynamic and practical way, the author shares her extensive knowledge of the trust as a vehicle for planning. You will discover that the trust can not only be part of an estate planning framework, but can also be used in a wide variety of situations.
With this knowledge, you will be able to elaborate innovative strategies more easily, and better understand the often complex statutory framework.
Seminar Outline:1) What is a Trust?
Caroline Rhéaume LL.L., M.fisc., Adm.A. Pl.fin. TEP, a sole practitioner:
Caroline has her own firm and is specialized in Canadian, American and French tax and estate tax planning, the use of trusts, and expatriate taxation. She provides tax consulting services to high-net-worth individuals and families, and oversees the coordination and administration of these services across Canada, France and the United States. Caroline gained her international expertise working with multinational clients of all sizes.
Caroline Rhéaume is the author of the bestsellers Utilisation des fiducies en planification fiscale et financière, Stratégies the planification utilisant des fiducies and Strategic use of trusts in tax and estate planning, three books published by CCH Wolters Kluwer. In addition to implementing strategies proposed in her books, Ms Rhéaume frequently presents at conferences for various associations, groups of professionals, and business people, and regularly writes tax articles for Wolters Kluwer.