Estate and Tax Planning for your Business

12:00 – 1:00 p.m., Tuesday, April 03

Free Lunch & Learn, please bring your own lunch!

To register please contact the Chamber by phone at 628-2000 or email jgroom@charlottetownchamber.com

Chamber Boardroom

At this Estate and Tax Planning seminar, our speakers will help you understand why you should have an estate plan, what documents it comprises, how you can implement various structures to minimize tax and when you should update your Will, Power of Attorney and Health Care Directive.  We will also discuss what happens if you don’t have these documents in place.  Although mostly general in nature, special consideration will also be given to estate planning in the context of privately held companies. Don’t miss this opportunity to learn more about what will happen to your assets and how you can protect your wealth.

About the Speakers:

Robin received her Bachelor of Arts from UPEI and Bachelor of Laws from the University of New Brunswick.  She practices law with Cox & Palmer and was called to the Nova Scotia Bar in 2005 and the Prince Edward Island bar in 2008. Robin’s areas of practice include wills and estates, business and corporate law, real property and privacy law. She has given lectures in Estate Planning to various groups including government departments, business groups, students, and other private interest groups.

In her spare time, Robin enjoys volunteering with Fitzroy Centre Clubhouse, spending time with her family, travelling, cooking and eating.

Travis received his Bachelor of Commerce from Mount Allison University. After having finished the Atlantic School of Chartered Accountancy, he successfully completed the Uniform Final Evaluation (UFE) in 2009 and Parts I & II of the In Depth Tax Course offered through the Canadian Institute of Chartered Accountants in 2011. Travis is a member of the tax group at Grant Thornton LLP, where his main area of practice is tax planning for the owner/manager including remuneration strategies, corporate reorganizations, and succession and estate planning.

In his spare time, Travis enjoys anything in relation to sports and the greater outdoors.