IBA Annual Conference Toronto 2025

Two Katten Private Wealth attorneys will speak at the IBA Annual Conference Toronto 2025, taking place on November 2–8. At 2:30 p.m. on Wednesday, November 5, Partner and Private Wealth Chair Joshua Rubenstein will chair the "Taxation and planning for modern families" session, exploring how, while most laws regarding how the succession and taxation of estates are designed with a traditional nuclear family in mind, families should plan for their future as families evolve and reproductive technology advances.

At 11:00 a.m. on Thursday, November 6, Partner Kathryn von Matthiessen will speak on the "Taxation Section: to move or not to move, taxation is the question" panel discussion. The panel will address the tax implication of a change of the residency of individuals for both companies and the individuals, different regimes of exit taxation or deferral of taxation upon a move, dual residency, and tie breaker regimes as well as allocation issues.

Learn more about the IBA Annual Conference Toronto 2025.