Tax Issues You Need to be Aware of and Practical Advice (On-Demand)

SKU: OC-62247-4

This presentation highlights certain tax considerations in drafting wills and in administering estates. In particular, it looks at: structuring charitable bequests under a will/trust, will planning for US beneficiaries, cross-border tax implications of distributions to US persons, and tax responsibilities for executors of US persons (US citizens living in Canada).

This on-demand program was originally presented as an in-person session on April 29, 2022, as part of our Managing Wills and Estates Matters program. Total running time is 46 minutes.

This presentation also comes with two complimentary panel discussions by the program faculty.

You may also be interested in other presentations from this program. Click here for the full Managing Wills and Estates program.

Firm Broadcast License

A firm broadcast license allows firms or organizations to purchase an on-demand program for viewing as a group at a significantly discounted per person fee. Firm broadcast licenses are purchased by a facilitator who will receive access and is granted permission to broadcast the on-demand program for the pre-selected number of viewers. The facilitator may download and distribute program materials to viewers.

The on-demand program must be viewed by all viewers in the same location and at the same time. Access to the on-demand program (recording(s) and materials) will be available on the facilitator’s LESA.org account for one month after purchase.  

For payment, cancellation, transfer, group discount, and firm broadcast policies, click here.

Price range: $95.00 through $445.00

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