Software Applications as Aids to the Estates Advisor For all of us advisors, there are likely certain types of software applications that we use for our day-to-day tasks: perhaps its Microsoft Outlook for sending emails, or a timekeeping software for recording dockets. And although these programs are leaps and bounds…
Software Applications as Aids to the Estates Advisor
By Demetre Vasilounis
closeAuthor: Demetre Vasilounis
Name: Demetre Vasilounis
Email: dvasilounis@fasken.com
Site: https://www.fasken.com/en/demetre-vasilounis
About: Demetre is an associate in the Private Client Services group of Fasken’s Toronto office. He has a broad trusts and estates practice and has developed and implemented cohesive succession plans for clients involving a wide range of different family and corporate structures. He has also advised on a breadth of family wealth planning matters, including tax issues, estate freezes, cross-border and international estates, probate planning, disability planning, charitable gifting, asset protection strategies, personal privacy, intellectual property and domestic contracts. Demetre regularly speaks and writes about various legal issues in succession planning, including in particular the evolving area of digital assets in estate planning. His work has been cited by the Ontario Superior Court of Justice and he has spoken at both national and international events. Demetre has obtained the prestigious Trust and Estate Practitioner (TEP) designation from the Society of Trusts and Estates Practitioners (STEP). While Demetre assists many families with navigating these areas, he is also experienced in helping individual entrepreneurs and business owners, philanthropists, athletes, artists, authors, entertainers, social media influencers and various types of professionals.See Authors Posts (27) • November 26, 2021 • 0 Comments
closeAuthor: Demetre Vasilounis
Name: Demetre VasilounisEmail: dvasilounis@fasken.com
Site: https://www.fasken.com/en/demetre-vasilounis
About: Demetre is an associate in the Private Client Services group of Fasken’s Toronto office. He has a broad trusts and estates practice and has developed and implemented cohesive succession plans for clients involving a wide range of different family and corporate structures. He has also advised on a breadth of family wealth planning matters, including tax issues, estate freezes, cross-border and international estates, probate planning, disability planning, charitable gifting, asset protection strategies, personal privacy, intellectual property and domestic contracts. Demetre regularly speaks and writes about various legal issues in succession planning, including in particular the evolving area of digital assets in estate planning. His work has been cited by the Ontario Superior Court of Justice and he has spoken at both national and international events. Demetre has obtained the prestigious Trust and Estate Practitioner (TEP) designation from the Society of Trusts and Estates Practitioners (STEP). While Demetre assists many families with navigating these areas, he is also experienced in helping individual entrepreneurs and business owners, philanthropists, athletes, artists, authors, entertainers, social media influencers and various types of professionals.See Authors Posts (27) • November 26, 2021 • 0 Comments
