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Whether you’re confronted with a complex estate planning matter, or retained to draft a basic will, a fundamental understanding of tax issues is essential to your practice.

This program is part of The Osgoode Intensive Program in Wills & Estates. For a full listing of required programs, click here.

Tax considerations underpin the majority of estate planning and drafting matters. If you don’t have a basic understanding of this underappreciated yet crucial area, you could be putting yourself and your client at risk. An expert faculty will walk you through the critical tax issues you need to know to ensure you don’t slip up.

You will learn:

  • Fundamentals of steps in an estate freeze to minimize tax on death
  • The Terminal Returns
  • The graduated rate estate – pits and traps
  • When do you need to see an accountant?
  • Why is there Double Taxation in An Estate, and what can you do about it?
  • Understanding and filling in an Ontario estate return
    – How do you properly identify the assets to fill out the estate return?
  • Drafting to avoid tax issues in spousal trusts

Faculty

Chair

  • Brian Cohen, Gowling WLG
  • Matthew Getzler, Minden Gross LLP

Fees

Fees include attendance, program materials, continental breakfast, lunch and break refreshments.

Group Discounts

OsgoodePD offers group rates for both on site and webcast formats. Please note these are only available when registering for members of the same organization, at the same time, and payment is made with one invoice.

Program Changes

We will make every effort to present the certificate program as advertised, but it may be necessary to change the dates, location, speakers or content with little or no notice. In the event of program cancellation, York University and Osgoode Hall Law School’s liability is limited to reimbursement of paid fees.

Cancellations and Substitutions

Substitution of registrants is permitted at any time. If you are unable to find a substitute, a full refund is available if a cancellation request is received in writing 14 days prior to the program date. If a cancellation request is made with less than 14 days notice, a $75 administration fee will apply. No other refund is available.

Technical Support

In the event you experience technical difficulties, please contact opdsupport@osgoode.yorku.ca for assistance.

FAQs

Have questions? Read our FAQs.

Program Details

Questions on program registration?
Please contact the Registration Team at osgoodepd@osgoode.yorku.ca

Questions on the program content?
Please contact the Program Lawyer:
Paul Truster at
ptruster@osgoode.yorku.ca

Program Details

Date & Time

October 26, 2017
6:30 p.m. - 9:30 p.m.
*Registration and dinner begin at 6:00 p.m

Online Replay
December 13, 2017
9:00 a.m. - 12:00 p.m. EST
Register for the Online Replay.

Location

Osgoode Professional Development Centre,
1 Dundas St. W., 26th Floor Toronto, ON

Fee per Delegate

$295 plus HST

Register Now

Printable Registration Form

Eligible CPD Credit Hours

Questions?

Who Should Attend

  • Both experienced wills and estates practitioners who want to refresh their knowledge and those newer to estates practice

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Take a giant leap forward with the Osgoode Intensive Program in Wills & Estates. Opt for in- depth comprehensive coverage of the essential topics, or fill gaps in specific areas with separately bookable modules.

Learn more.

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