Join Meghan O’Neil (Wills & Estates Partner) on Wednesday, November 8th at 7 pm, for Estates Planning 101.
TMFD ACADEMY: SOLUTIONS TO HYGIENE OPEN TIME
Learning Objectives:
1) Importance of estate planning and how to get started
2) Why you need an estate plan
3) What is probate tax planning
4) Estate planning traps to watch out for
5) The basics of trusts
THIS WEBINAR QUALIFIES FOR 1.5 CATEGORY 3 CE CREDITS!
*Attendees must stay for the full duration of the webinar to receive these credits
**All Tax and Accounting services provided by TMFD Professional Corporation, Chartered Professional Accountants
Name of Provider: TMFD Financial
Locally Approved PACE Program
Provider for FAGD/MAGD Credit.
Approval does not imply acceptance by any regulatory authority for AGD endorsement.
(07/01/2023 to 06/30/2025)
Provider ID # 409385
ABOUT MEGHAN O’NEIL
Meghan O’Neil
Meghan O’Neil joined Mills & Mills LLP in 2016 and became a partner in 2022. Since her call to the Ontario Bar in 2015, Meghan has focused her legal practice in estate law, particularly in the areas of estate planning and administration. Meghan holds a Trust and Estate Practitioner designation from the Society of Trust and Estate Practitioners, of which she is a member. She is also a member of the Estate Planning Council of Toronto. Meghan frequently presents on the topics of estate planning and administration to financial institutions, community groups, and continuing professional development programs for many associations.
SPONSORED BY MILLS & MILLS LLP
