Estate Planning Considerations Part 1: Before Death (On-Demand)


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.

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

Save $55 when combined with Estate Planning Considerations Part 2: After Death (On-Demand)

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.

If multiple lawyers or staff members in your firm would like to purchase this Webinar on Demand or Webinar on Demand series, please contact [email protected] for pricing.

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.

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