How to Successfully Leverage Life Insurance, an Estate Planning Session
April 12, 2023
David Miklas '07 examined why families and business owners incorporate life insurance programs into their estate plans. We explored the following:
- Estate preservation by minimizing tax and transferring wealth tax efficiently to the next generation
- Liquidity for tax, equalization, inheritance, share transfer, and charity
- How to include safe capital and diversification of your portfolio
Family Cottage: Love it or List it? – Allen Church and Hilary Laidlaw
November 23, 2022
The session was an informative panel discussion on disposing of your cottage (or recreational property) in a thoughtful, workable, and tax-effective manner. Our presenters, Allen Church and Hilary Laidlaw, shared their knowledge and experience on disposing of a recreational property in Canada, including tax implications, succession issues, and probate considerations.
Tax Effective Charitable Planning – Jamie Golombek
November 4, 2021
Jamie Golombek, managing director, tax & estate planning at CIBC Private Wealth, presented a charitable giving education session.
In the online forum, Jamie provided an overview of charitable giving opportunities that are tax efficient for Canadians and suggested types of gifts you may wish to pursue as you consider making a gift to support charities such as St. Andrew’s College.
The Role of An Executor – Hilary Laidlaw
March 30, 2022
Hilary Laidlaw is a certified specialist in estate and trust law. She shares with us practical advice on choosing your executor and explaining the duties of an executor should you be asked to accept this role. Hilary is a past parent, Trustee of the SAC Foundation, and lawyer whose practice focuses on estate planning and administration with extensive experience in contested estates.
