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).


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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.