Advocis National Presents: Insurance Transfers-Family, Trust and Charitable

Join us on Thursday, March 25, 2021, at 1:00 P.M. (EST) for an advanced webinar featuring Kevin Wark LL.B., CLU, TEP and Glenn Stephens LL.B., TEP, FEA on Life Insurance Transfers: Opportunities and Pitfalls.

Kevin and Glenn will cover the general tax rules and explores the non-business transfer rules of life insurance between family members, charitable gifts and trust transfers.

Included in the price of the webinar(s), participants will receive a PDF copy of The Essential Canadian Guide to Life Insurance Transfers, authored by Kevin Wark and edited by Glenn Stephens. This Guide, which is approximately 60 pages in length, discusses the tax rules applicable to a variety of common and not so common policy transfers, provides detailed case studies, is a helpful quick reference guide and is fully annotated with income tax references and CRA technical interpretations.

• This webinar has been accredited for 2 CE credits with The Institute, AIC, ICM, ICS, and CSF.

Presenters:

Kevin Wark, LL.B, CLU, TEP

Managing Partner, Integrated Estate Solutions

and Tax Advisor, 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 Life 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 (published by Thomson Reuters) 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 Canada. He also sits on the board of the Royal Lepage Shelter Foundation (www.shelterfoundation.ca)

Glenn Stephens, LLB, TEP, FEA

Vice-President, Planning Services, PPI Advisory

Glenn was called to the bar in 1982 and has held a number of senior legal and tax advisory roles. He is currently Vice-President, Planning Services for PPI Advisory, where he provides tax and legal support to PPI Associates across Canada.

Glenn has lectured and written extensively on the subjects of estate planning, taxation and life insurance. He is a regular contributor to Insurance Planning, published by Thomson Reuters, a columnist for FORUM magazine and editor of The Essential Canadian Guide to Life Insurance Transfers.

He is also the author of the book Estate Planning with Life Insurance, the seventh edition of which was published by Wolters Kluwer CCH in 2019.

Glenn is a member of the Conference for Advanced Life Underwriting, the Society for Trust and Estate Practitioners, the Canadian Tax Foundation and the Institute for Family Enterprise Advisors.