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Estate Planning – Going Beyond the Will

Estate planning is much more than drafting a Will. We are excited for our 2-part webinar series offered in collaboration with MNP LLP to commence next week. Read on for details and click on the links to register.

Plus, save $55 when you register for both sessions in this series! Discount will automatically apply when qualifying items are in your cart.

Estate Planning Considerations Part 1: Before Death

Date: November 17, 2020

Time:  12:00 PM – 1:30 PM

Price:  $125 + GST (Save $55 when combined with Estate Planning Considerations Part 2: After Death – Webinar)

Presenters: Michelle Coleman, CPA, CA, TEP, CEA, MNP LLP and Keane Donaldson, CPA, CA, TEP, MNP LLP

Join us on November 17 at noon to identify pre-mortem tax planning issues for your clients, including common pitfalls and opportunities. Before death (pre-mortem) planning includes tax and estate planning in order to minimize overall tax on death, and drafting the Will so that the estate will be administered in a tax effective manner. Topics will include common transactions to freeze value and minimize tax, use of trusts in estate planning, philanthropy, and planning considerations regarding TOSI (Tax on Split Income).

Estate Planning Considerations Part 2: After Death

Date: November 24, 2020

Time:  12:00 PM – 1:30 PM

Price:  $125 + GST (Save $55 when combined with Estate Planning Considerations Part 1: Before Death – Webinar)

Presenters: Tran Diep, CPA, CA, MNP LLP and Tracy Leishman, CPA, CA, MNP LLP

After death (post-mortem) estate planning will discuss both the compliance for effective estate administration and the tax planning considerations in the administration of an estate.  This session will discuss the inherent double / triple tax on death when owning private company shares and the post-mortem planning to mitigate the double / triple tax, including timing sensitivities.  Topics also include use of various trusts, charitable gifting, and planning considerations regarding TOSI (Tax on Split Income).