Webinar on Demand – Estate Planning Considerations Part 1: Before Death
Original Date: November 17, 2020
Price: $125 + GST (Save $55 when combined with Webinar on Demand – Estate Planning Considerations Part 2: After Death.)
Presenters: Michelle Coleman, CPA, CA, TEP, CEA, MNP LLP and Keane Donaldson, CPA, CA, TEP, MNP LLP
Estate planning is much more than drafting a Will. This session will help you 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).
Please enter the first name, last name, and email of the person who will be viewing the Webinar on Demand in the billing details section on the next page.
Please note: The views and opinions of the presenters are their own and do not necessarily reflect the views or opinions of the Legal Education Society of Alberta.