- This program has passed.
Estate Planning Considerations Part 1: Before Death – Webinar
November 17, 2020 | 12:00 pm – 1:30 pm
$125.00Important Change
Individual registration through the attendee’s LESA.org account is now required for all LESA programs.
Program access (including access to e-materials) will be assigned to the LESA.org account used on registration. If you do not yet have an account, one will be created for you on checkout. This change will allow for easy access to e-materials and recording(s) (if available) through the attendee’s LESA.org account. If you have any questions, contact us at info@lesa.org.
This event occurred in the past. The recording is now available as a Webinar on Demand.
You may also be interested in the recording from Estate Planning Considerations Part 2: After Death. Click here to purchase the Webinar 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 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).
If multiple lawyers or staff members from your firm would like to attend this webinar or webinar series, please contact Craig Edhart or Carolyn Bernardin for pricing.
Presenters
Michelle Coleman, CPA, CA, TEP, CEA, MNP LLP
Keane Donaldson, CPA, CA, TEP, MNP LLP
| Group Discount | Firm Broadcast | |
|---|---|---|
| Applicable Products | Livestreams, webinars, and most in-person programs | Livestreams and webinars |
| Program Access | Individual access | Facilitator access only |
| Materials | Individual access with unlimited views of materials | Facilitator access only, for a limited time. Materials must be downloaded and distributed to the group by the facilitator |
| On-Demand Recording | Individual access with unlimited views of the on-demand recording | No access to the recording |
| Combined Discounts | Can be combined with role-based discounts for new lawyers and students | Cannot be combined with any other discounts |
