What’s Mine is Mine – Property Rights and Asset Protection when Relationships End

30 Sep 2020
11:05 am - 11:45 am

What’s Mine is Mine – Property Rights and Asset Protection when Relationships End

This presentation summarizes spousal property rights on death and relationship breakdown and looks at the differences in property rights for married and common-law relationships. Asset protection strategies such as trust planning and agreements will be discussed as well as how to plan for tax efficient transfer of assets on the first to die or upon relationship breakdown.

Outline:

  1. Married or common-law? Property rights on relationship breakdown
  2. Married or common-law? Property rights on death
  3. Asset protection strategies on death and relationship breakdown
    1. Exempt assets vs. shareable assets
    2. Trust planning
    3. Domestic contracts, wills and shareholder agreements
    4. Gifts and loans
  4. Tax efficiency and asset transfers – Death – Relationship breakdown
  5. A note on joint assets and beneficiary designations

 

REGISTER NOW

Members: $495.00 plus tax | Non-Members: $595.00 plus tax
2 Day Symposium, October 1 + 2 : $445.00
Sneak A Peek/Advanced Education Day: $150.00 plus tax

You will be directed to the registration page on iafp.ca to complete the transaction. *non-member registrations are subject to approval