Nicole Woodward and Gwenyth Stadig will provide you with in-depth legal insights to the importance of an Indigenous Trust by taking you step by step on how to shape the trust and the purpose of a trust for a productive future. They will also provide you with an overview of estate planning and administration considerations for certain Indigenous individuals.

Presenters:

Nicole Woodward practices in the area of trusts, estates, succession planning, and taxation in relation to those areas.  Nicole regularly counsels individuals regarding a variety of cross-border issues, including tax planning for foreign spouses, U.S. beneficiaries of Canadian estates, and Canadians with U.S.-situs assets. Nicole’s specialized expertise in relation to trusts includes trust administration, trust variations, advising trustees, 21-year planning, and facilitating communication between trustees and beneficiaries. She also works with First Nations to create customized trusts to hold trust funds for the benefit of First Nations and their members, and works collaboratively with key stakeholders throughout the customization, drafting, community engagement and ratification process. Nicole also serves as Leader of Miller Thomson’s Private Client Services Group.

Gwenyth Stadig works in the area of Tax Law, with a focus on Social Impact. She provides general counsel and specialized tax advice to charities and not-for-profit organizations across Canada, as well as other tax exempt individuals and entities She also works with the Private Client Services practice group to uniquely serve clients throughout Ontario and Newfoundland and Labrador.

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Registration $30

No charge for Estate Planning Council of Canada Members

Guests are welcome - this event is for Professional Advisors only.

Membership Information