Union Notice #23-119
Date: September 18, 2023
Subject: Education seminar – Estate Planning Seminar
To: All Members and Retirees.
The Education Committee is pleased to invite all members and retirees to learn about estate planning. Regardless of where you are in life, this incredible opportunity to learn about all aspects of estate planning and tax law will be extremely useful.
The presenter – Georgia Swan – is a lawyer who specializes in Estate planning, family law, and tax law. Georgia is a friend to firefighters and works for TD Wealth Services; However, she will not be selling or pushing products and services; Only educating us as indicated below: Estate Planning – What is it all about? By now many of us know the importance of having a Will, Continuing Power of Attorney for Property, and a Power of Attorney for Personal Care in place. What can be confusing however is understanding what these documents are, why you should have them, what they are designed to do, and what decisions have to be made in order to get them drafted properly. Is there a difference between getting a Will or Power of Attorney drafted and getting an estate plan done? How are estate planning decisions affected by real estate law, family law, tax law, and business law considerations?
In this program, we will demystify the estate planning process and discuss not only your questions about estate planning but will also touch on specific issues such as planning for vulnerable beneficiaries, trusts, cottages, and other special assets, foreign assets and non-resident beneficiaries, as well as taxation and other legal issues which should be considered when you putting your estate plan in place or when you are considering transitioning assets while you are alive.
The committee has secured 4 dates for presenting. Light breakfast options will be available at 8:15 am with presentations beginning at 8:45 am on the following days:
- Monday October 23rd
- Tuesday October 24th
- Wednesday October 25th
- Thursday October 26th
To reserve your spot please click on the link below. https://www.emailmeform.com/builder/form/jZRT6efbf85g7Kd
The Education Committee Toronto Professional Fire Fighters’ Association I.A.F.F. Local 3888
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