Partner Lucy Main will moderate a panel during the Canadian Taxation of Trusts Conference, which will be hosted by the Canadian Tax Foundation on Monday, May 5, 2025.

Lucy will take part in "Estate Admin - Technical Tax and Estate Admin Law Issues". This session will uncover and delve into tricky tax issues that arise when administering estates and testamentary trusts. Discussion will be had regarding how the trustee needs to manage such issues working with the terms of the Will, or lack thereof, and provincial trust and estate administration legislation. There will be a particular focus on topics which deal with the discord between estate/trust and tax law and practice and how advisors can manage their way through such issues to best advise their clients.

Topics will include maintaining the Graduated Rate Estate status; managing situations of intestacies and less than ideal Will drafting; tax treatment of surrenders and disclaimers of interests in estates; maneuvering around the tax rules regarding charitable giving; and post-mortem planning and planning after the death of the lifetime beneficiary.

For more information and to register, click here.