FinancialPodcast.CA: Interviewing Professionals

[https://www.financialpodcast.ca/images/podcast60.jpg]1) Charitable Donation Recipients. 2) Charitable Non-Refundable Tax Credit. 3) Charitable Gifts, Crown Gifts, Cultural Gifts and Ecological Gifts. 4) Donating Capital Property. 5) Donations While Alive versus via a Will. 6) Charitable Remainder Trust. 7) Using Life Insurance. 8) Donating Qualified Publicly Traded Securities. Guest: Michelle Coleman Michelle is a member of MNP’s Tax Services team in Edmonton specializing in Trust and Estate Planning. Michelle delivers advanced tax advice and solutions to individuals, trusts, business owners and corporations at all stages of corporate growth, from start-up to succession planning, helping them realize their goals. Michelle provides her clients with the information and tools they need to make the best decisions possible, both for today and for the long term. Michelle’s services include trust, estate and post-mortem planning, succession planning, tax planning for retirement, corporate reorganizations, and providing support in CRA audits, reviews and appeals, including submissions under the Voluntary Disclosure Program. She prepares and reviews personal, corporate, and trust income tax returns, and helps executors navigate their responsibilities in administering an estate. Michelle is a Chartered Professional Accountant (CPA), qualifying as a Chartered Accountant (CA) in 2013. She completed CPA Canada’s In-Depth Tax Course in 2017 and received the Trust and Estate Practitioner (TEP) designation through the Society of Trust and Estate Practitioners in 2019 and Canadian Institute of Certified Executor Advisors (CEA) designation in 2020. Michelle mentors students who are working through the Chartered Professional Accountants (CPA) program and preparing for the CPA Common Final Examination and STEP candidates preparing for module exams. She is a board member of Fringe Theatre Adventures, board member (deputy chair 2021) of the Society of Trust and Estate Practitioners (STEP) Edmonton and chair of the Member Services Committee of STEP Canada. Michelle was named STEP Edmonton Volunteer of the Year in 2019. Contact: Michelle D. Coleman, CPA, CA, TEP, CEA PARTNER, TAXATION SERVICES DIRECT 780.733.8622 PH. 780.451.4406 FAX 780.454.1908 TOLL FREE 1.800.661.7778 10235 101St N.W. Suite 1600 Edmonton, AB T5J 3G1 michelle.coleman@mnp.ca mnp.ca

[https://www.financialpodcast.ca/images/podcast59.jpg] 1) Legal Obligation of Parent to Financially Dependent Child. 2) Legal Obligation of Parent to Adult Child. 3) Legal Obligation of Adult Child to a Parent. 4) Treating Adult Children Equally in a Will. 5) Treating Adult Children Fairly in a Will. 6) Situations Where a Parent Might Disentitle an Adult Child. 7) Strategies for Disentitlement. Guest: Jennifer R. 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. Contact: Jennifer R. Lamb Partner 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

[https://www.financialpodcast.ca/images/podcast58.jpg] 1) Holograph Wills. 2) Making an Asset Joint. 3) Mom Keeps Cash Only. 4) Loans to Adult Children. 5) Leaving the House to the Cat. Guest:  Shannon James Shannon is an Associate with Carscallen LLP in Calgary. Shannon has represented clients in a variety of estate, trust and incapacity matters including the roles and duties of executors, trustees, guardians, attorneys and agents. She has also been involved with the interpretation and validity of wills, the removal and replacement of personal representatives and trustees, and the interpretation, variation, and termination of trusts. Shannon is a member of the Law Society of Alberta, the Society of Trust and Estate Practitioners (STEP), the Canadian Tax Foundation (CTF), the Canadian Bar Association, and the Calgary Bar Association. Shannon James Associate Carscallen LLP Centrium Place 900, 332 6 Avenue SW Calgary, Alberta T2P 0B2 Phone: (403) 298-8445 Fax: (403) 262-2952 Email: James@carscallen.com Website: www.carscallen.com

[https://www.financialpodcast.ca/images/podcast57.jpg] 1) Why Now? 2) Growing Up in Owen Sound. 3) The Teaching Era. 4) Service, Service, Service. 5) A Personal Legacy. Guest: Joel Cadesky. With more than 40 years of experience providing benefits and life insurance advice, Joel is known across the industry for his professionalism, passion and dedication to his valued clients. Joel started off his career teaching grade 7 & 8 before being drawn into the world of insurance, with his first role in 1978 with Crown Life. While he specializes in life and group insurance, Joel is also licensed and knowledgeable in property and casualty insurance and is RIBO licensed. Over the years, the line between “friend” and “client” has become blurred for Joel, due to the bonds that are created with many of his clients. He continues provide the highest level of service to his clients, always sharing his extensive knowledge with his warm and friendly smile. Outside of work, Joel has been an avid professional wrestling fan, as well as a passionate sports fan with a strong allegiance to the Detroit Red Wings. Joel prides himself on a strong sense of family and community and is always happy to talk politics, wrestling…or insurance! Contact: LinkedIn

[https://www.financialpodcast.ca/images/podcast56.jpg] 1) The “Traditional” Family Unit. 2) Divorcing with Young Children. 3) Second Marriages with Children. 4) A Family Cottage. 5) Owning a Business. Guest:  Jonathan Ng Jonathan practices at Underwood Gilholme Estate Lawyers, a group that works exclusively in estate matters. He assists clients in the preparation of wills, enduring powers of attorney, personal directives, and trusts. He also advises executors and attorneys on the administration of estates. Jonathan is experienced in Court applications for grants of probate and administration, and has appeared before the Court on the validation of non-compliant wills and family maintenance and support. Over the past several years, Jonathan has provided seminars at the Kerby Centre, the Canadian Association of Gift Planners, and various financial institutions. He has appeared on CBC Radio to discuss the importance of having a Will and other estate topics. Jonathan is a member of the Canadian Bar Association South Alberta Wills and Trusts Section and the Estate Planning Council of Calgary. Contact: Underwood Gilholme Estate Lawyers Phone (403) 288-8855 Email jonathan.ng@willsandestates.ca Website: www.willsandestates.ca