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Information Session: Tax and Probate Planning for Retirees 65+

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March 2017
Free

Information Session: Tax and Probate Planning for Retirees 65+

March 28 @ 2:00 pm - 3:00 pm
Legacy Senior Living,
611 West 41st Avenue, Vancouver, British Columbia V5Z 0C7 Canada
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Tax & Probate Planning for Retirees 65+ Presented By: March 28th – 2:00 pm to 3:00 pm With Special Guest Presenters: David Badalucco, CPA, CA and Jason Moon, CPA, CA Join us for this informative and timely presentation at Legacy Senior Living.  Topics covered will include: Alter Ego Trusts – Trusts created after 1999 by a settlor who was 65 years of age or older at the time the trust was created, for which the settlor is entitled to receive…

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