“What Executors Need to Know and Will Preparation”
For our C.A.R.P. Halton Chapter Community ZOOM Meeting on January 27th we will have a presentation by Dale Barrett of Barrett Tax Law. He will focus on what executors need to know and what is involved in probate. We are constantly surprised to hear of the number of seniors that do not have a will and the problems this can cause. The presentation will therefore also provide a brief overview of wills and why they are essential.
Dale Barrett is the founder and managing lawyer of Barrett Tax Law and Lawyers & Lattes, a concept where legal services are made accessible, affordable and unintimidating in a comfortable café environment rather than an office. Dale is also an author, “Tax Survival for Canadians: Stand Up to the CRA”, being among his best-selling books.
Dale is a frequent Speaker, Tax Columnist for the Lawyer’s Daily and Editor of the Family Law & Tax Handbook. He was Educated at McGill University Law School and holds degrees in both civil and common law. He speaks English, French and Spanish, and following Law school, Dale worked as an articling student at Torys LLP, and shortly after being called to the bar, in 2009 started Barrett Tax Law – a national tax law boutique.
Dale has a broad tax practice and together with his dedicated and hard working associates, paralegals, law clerks, and legal assistants, focuses on providing tax advice for the taxpayer on the Canadian taxation system.
When preparing a will it is important to understand the tax implications on items to be included in the estate. A tax lawyer can help identify where there are any tax saving opportunities. Even after death estate plans may still require additional legal advice in order to avoid paying unnecessary tax.
Please join us as we expect this to be a very interesting and informative presentation. Here are the details on how to join this meeting:
CARP Halton Chapter is inviting you to a scheduled Zoom meeting.
Topic: January Community Meeting
Time: Jan 27, 2022 02:00 PM Eastern Time (US and Canada)
Join Zoom Meeting
https://us02web.zoom.us/j/87220382651?pwd=V0Y1TUZ1TWNNNVpYMi8xVlZqTTdNdz09
Meeting ID: 872 2038 2651
Passcode: 232358
If you are joining with a device with internet access please click on the link above. For those who do not have internet access you can also dial in from a regular telephone by calling either of the two following numbers:
+1 647 374 4685 Canada
+1 647 558 0588 Canada
We look forward to your ongoing support as we continue to hold our community meetings virtually for the benefit of our members and friends. We hope to see you there.