WHEN: Wednesday, October 24, 2018 at 7:00 PM
WHERE: Brown’s Line Church Hall – 739 Brown’s Line, Toronto
Peace of mind for your financial future.
Probate is often seen as an overly burdensome and excessively costly process that adds little or no value for the deceased’s family or the executor. This seminar will discuss the purpose of probate and its advantages and disadvantages, along with various techniques to minimize probate fees.
An estate may face numerous costs, such as income and probate tax. We’ll review the proactive steps you can take to minimize taxes during your life, as well as steps that someone acting as a power of attorney for an incapacitated person can take to reduce costs.
Keith Masterman, LLB, TEP
Vice-President, Tax, Retirement and Estate Planning for CI Investments
Keith is a key technical resource for CI’s sales and marketing teams on estate planning and other general wealth planning topics. Prior to joining the CI family, Keith worked in a variety of senior roles in risk, estate and trust management in the Private Client Group. He has gained extensive experience in the private practice of law, where he worked in the estate administration, estate litigation and estate planning field.
Bring your questions and a friend!