RRIF’s, RSPs & Insurance Investments in Estate Planning | CPDonline.ca

RRIF’s, RSPs and Insurance Investments in Estate Planning

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Credits
Substantive: 0.5
35 minutes
Published
2019
Presenter(s)
Lou-Anne Farrell
Ryan Fraser
Source
Middlesex Law Association
Provider
CPDOnline.ca
Language
English
Length
35 minutes
Price
$99.00 plus tax
The Fourteenth Annual Wills, Estates & Trusts Seminar
Includes Handouts

Tips, Strategies and Issues on Registered Investments from a Financial Advisor’s Perspective, with tips from an Estate litigator too!

Presenters

Lou-Anne Farrell

Lou-Anne Farrell was called to the Ontario Bar in 1988 after graduating from the University of Western Ontario law school with distinction. After several years as an associate and then as a partner at Lerners and at Advocates LLP, she joined FPLaw as counsel in January of 2016.

Ms. Farrell practices in the area of estate litigation, including will challenges, spousal and dependent’s claims, removal of executors and contested estate audits, as well as Power of Attorney litigation, Capacity litigation, including the appointment of guardians, and Breach of Trust claims. She also acts as a mediator in estate-related disputes.

Ms. Farrell is a former Chair of the Trusts and Estates Section of the Ontario Bar Association and has written and spoken frequently on issues related to Estate Litigation. She is a former Alternate Chair of the Ontario Review Board, the tribunal which conducts annual reviews of persons found not criminally responsible for criminal offences by reason of a mental disorder. She has also been on the boards of several community organizations in London. She is presently President of the Board of Ronald McDonald House Charities of Southwestern Ontario and an Honourary Director of the Children’s Health Foundation.

Ryan Fraser

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