SKU: OC-62199-1
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 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).
This on-demand program was originally broadcasted as a webinar on November 17, 2020. Total running time is 1 hour, 28 minutes.
You also may be interested in Estate Planning Considerations Part 2: After Death
Presenters
Michelle Coleman, CPA, CA, TEP, CEA, MNP LLP
Keane Donaldson, CPA, CA, TEP, MNP LLP
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. For additional information on how to be a facilitator, click here.
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
