Philip Renaud, QC recently chaired the Tax panel at the 2015 Lake Louise Wills & Estates Refresher from April 19 to 21, 2015, at the Chateau Lake Louise in Banff National Park. Phil’s panelists discussed “New Developments in the Taxation of Trusts”, “Charitable Giving” and “How the 21 Year Deemed Disposition Rules Affect Trusts”.
Helen Ward and Michael Klaray also spoke and co-presented a paper at the 2015 Refresher. The paper presented was on costs, and also how to bring various applications under the Wills and Succession Act of Alberta, and the Surrogate Rules.
The Refresher is an annual program of the Legal Education Society of Alberta for the benefit of lawyers in a concentrated area of the law. The law of Wills and Estates is featured about every four years.