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Tax & Estate Planning Issues for New Canadians

October 26, 2023 @ 1:30 pm - 3:00 pm

Live webinar with chat*
includes 60 day replay

9:00 am – 10:30 am (Pacific)
10:00 am – 11:30 am (Mountain)
11:00 am – 12:30 pm (Central)
12:00 pm – 1:30 pm (Eastern)
1:00 pm – 2:30 pm (Atlantic)
1:30 pm – 3:00 pm (Newfoundland)

*This program features real-time audio of the presenter with synchronized presentation slides, and a chat feature that allows for live Q & A. SK attendees please verify whether you align with Central (MB) or Mountain (AB) time based on season and location.

Who Should Attend

This program will be of interest to lawyers whose practice includes wills, estates, trusts or tax planning, as well as general practitioners.

About the Program

The Canadian government plans to admit nearly 1.5 million new permanent residents over the next three years. This influx of newcomers will translate into more clients looking for information about how they will be taxed in Canada and how to maximize the wealth transferred to their heirs. With many of these individuals remaining tied to their families and to assets and structures in their countries of origin, these are not topics most lawyers are equipped to answer. Especially for higher net worth individuals, Canadian tax and estate planning raises complex issues; Canada’s tax laws are often unintuitive, and Canada’s tax and estate or succession laws can also be incongruent with those of foreign jurisdictions. This presentation with experienced tax, trusts and estate planning lawyer Rahul Sharma is designed to help non-tax specialists develop a working knowledge of Canada’s tax system so they can respond generally to recurring questions from new and prospective Canadian taxpayers. While the presentation will not make attendees competent to practice in this area, it will allow attendees to meaningfully engage with clients and identify critical issues that require a co-ordinated plan. Sharing this advice early can avoid an estate being depleted by professional fees and reduce the risk of future negligence claims. Don’t miss this opportunity to help ensure the growing number of Canadian newcomers receive the tax and estate planning advice they need.

Meet Your Presenter

Rahul Sharma is a Partner with Fasken. He advises international and Canadian clients on a variety of tax, trust, and estate planning matters, in particular cross-border and international trust and estate matters, and matters involving offshore or non-resident trusts with ties to Canada. Rahul also counsels high and ultra-high net worth individuals, corporations, trusts and estates on Canadian income tax matters, including succession planning for closely held businesses. Rahul is recognized by Chambers and Partners as a leading lawyer in the area of private wealth law in Canada. Rahul is also recognized by Best Lawyers as a leading lawyer for trust and estate matters in Canada. Fluent in English, French, Spanish, Hindi and Urdu, Rahul regularly speaks on private client and tax topics and has authored and co-authored various chapters, papers and articles on tax, trust and estate-related matters. Rahul is the Editor-in-Chief of Federated Press’ Personal Tax and Estate Planning journal and a co-editor of Thomson Reuters’ Taxes and Wealth Management publication.