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Me Frajman will speak about the new rules under the Income Tax Act for tax credits arising from donations made by an estate, replacing the old will donation rules.  Also to be discussed will be the jurisprudence and commentary (under the Civil Code of Quebec and the Income Tax Act) as to what constitutes an independent liquidator as often required in a will, and alternatives that do not require an independent liquidator.

Me Daniel Frajman has practiced at Spiegel Sohmer since 1995 in the areas of wills, trusts, estates, and foundations/charities, and in commercial law relating to business sales/purchases, real estate sales/purchases, shareholder matters, financing and leases.  He is a graduate of the Faculty of Commerce (concentration in accounting) and of the Faculty of Law at McGill University.  Me Frajman is a member of the Bars of Quebec and Ontario, and is the current Branch Chair of STEP-Montreal.  He is a member of the advisory committee of the perioperative research institute at the Montreal General Hospital, and also serves on boards and committees of other community organizations.  Me Frajman is a guest lecturer at the McGill Faculty of Law in trust and corporate law, and non-profit/charity law. Me Frajman has published numerous legal articles in national publications that include Tax Topics, Canadian Tax Highlights, Tax Profile, The Canadian Taxpayer, Gift Planning in Canada, Canadian Not-For-Profit News, CALU INFO exchange, Lawyers Weekly, STEP Inside and the Canadian Bankruptcy Reports.

When: 19 October, 12:00pm to 19 October, 2:00pm

Where: Le Nouvel Hôtel and Spa, 1740 René-Lévesque West (corner of St-Mathieu), Montréal 

Registration required by October 16, 2017

To register: www.cagp-acpdp.org