Powers of Attorney | Episode 42

FinancialPodcast.CA: Interviewing Professionals
Powers of Attorney | Episode 42

– What is a Power of Attorney?
– Why have a Power of Attorney?
– What if there is no Power of Attorney in place?
– What does a bank’s Power of Attorney do?
– Coercion and Powers of Attorney.
– Examples of misuse of a Power of Attorney.

Guest: Jennifer Lamb.
Jennifer is a partner with Calgary law firm Carscallen LLP. Jennifer has helped clients in a variety of estate matters including the preparation of wills, powers of attorney, and personal directives. She has also provided advice on the role of executor, guardianship, and trustee. Jennifer has dealt with many estate planning matters regarding the interpretation and validity of wills and beneficiary designations, breach of trust allegations, the removal and replacement of executors and creditor’s claims against an estate.
Jennifer is a member of the Law Society of Alberta, the Canadian Bar Association, the Calgary Bar Association and the Estate Planning Council of Calgary.

Jennifer R. Lamb, Carscallen LLP.
Centrium Place
900, 332 6 Avenue SW
Calgary, Alberta T2P 0B2
Phone: (403) 298-8455
Fax: (403) 262-2952
Email: Lamb@carscallen.com
Website: www.carscallen.com

Everything you need to know about trusts – conversation with a tax professional

FinancialPodcast.CA: Interviewing Professionals
Everything you need to know about trusts - conversation with a tax professional

-What is a trust?
-How is a trust established?
-Can you give me some examples of trusts
-How is a trust taxed?
-How similar is it to a corporation?
-What is a family trust?
-Why would you use a family trust?
-How do you set up a family trust?
-How is it taxed?
-What are the disadvantages of a family trust?

About George E. Craven, B.A.(Hons) LL.B. M.Tax.

George has been practicing as a sole tax practitioner in Calgary (Monarch Tax Law) since 2007. His practice focuses on small business corporations including corporate reorganizations, corporate succession planning, tax efficient structuring and inter-vivos family trust planning.
George got his Master of Taxation degree in 2001 and worked at McCarthy Tétrault LLP till 2007
In 2014 George worked as an Adjunct Professor at University of Calgary and University of Lethbridge

George is married and has 6 children, five boys and a girl

George’s interests are steam locomotives, playing the Tuba and watching English soccer with a passion only English people can understand!

George’s site is www.monarchtaxlaw.com and his phone number is (403) 265-7066