Life insurance plays a key role in estate planning for many Canadian families and owners of small businesses. Changes in circumstances can result in the transfer of the policy to another person or business entity. Recent changes in the tax rules governing insurance transfers in combination with Canada Revenue Agency interpretations have made the insurance transfer rules increasingly more complex.
We will also look at the recent Calmusky and Mak Decisions.
Kevin Wark is Managing Partner, Integrated Estate Solutions and Tax Advisor for the Conference for Advanced Life Underwriting (CALU). Kevin specializes in the areas of insurance, tax and estate planning, working with clients that have more complex and sophisticated estate planning needs and objectives.
He has written and spoken extensively on taxation and estate planning topics. He is the author of the best-selling consumer book entitled The Essential Canadian Guide to Estate Planning (2nd Edition), The Essential Canadian Guide to Income Splitting Planning and The Essential Canadian Guide to Insurance Transfers (available on Amazon, Kindle and Kobo).
Kevin is the editor-in-chief of CALU Report and a regular contributor to the Advocis FORUM Magazine and e-magazine, CALU’s INFOexchange and Advisor.ca. He was previously Editor-in-Chief of Insurance Planning and is frequently quoted in financial publications on issues relating to tax and estate planning.
Kevin is a member of Advocis, The Institute, the Canadian Tax Foundation, Canadian Bar Association and STEP. He also sits on the board of the Royal Lepage Shelter Foundation.
Registration $15 - Limited complimentary registration for first-time guests.
No charge for EPC Canada members.
We promote cross-education, referrals and connection for Estate Planning professionals and foster a collaborative approach to Estate Planning and share Estate Administration best practices.
We link and support Estate Planners across Canada and represent a global community online.