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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 Wills and Estates practice.

Tax considerations underpin the majority of estate planning and drafting matters. You need an understanding of taxation concepts and considerations in order to successfully practice in the area of Wills and Estates. In this intensive two-evening program, an expert faculty will help unpack critical, and often complex, tax issues.

You will learn:

  • Fundamentals of Steps in an Estate Freeze to Minimize Tax on Death
    • Deferral of Tax Considerations
    • What is an Estate Freeze? How do you Implement an Estate Freeze?
  • Dealing with Double Taxation
    • Why is post-mortem planning needed?
    • Post-mortem planning tools, rules and procedures
    • Considerations when choosing between the alternatives
  • Taxation on Death
    • Deemed dispositions, registered plans, spousal transfers and spousal trusts, personal tax, gifts of property and other issues relevant at death
    • Electing out of the Roll Over Provisions
    • What is a testamentary trust and testamentary spousal trust? What are the rules and concerns?
  • Terminal Returns
    • What is a rights and things return? What is the process?
    • Are there other potential rights returns?
  • The Graduated Rate Estate – Pits and Traps
      • Reporting Regime under the Estate Administration Tax Act
      • Are there options to avoid probate?
      • Effect of probate planning
      • New rules, offences and penalties for applications
      • GREs – some tips, pits and traps

Faculty

Chair

  • Brian Cohen, Gowling WLG

Group Discounts and Financial Assistance

Please note that the group discount is only available when paying for members of the same organization, at the same time, and payment is made with one invoice.  For financial assistance, please email financialaid-opd@osgoode.yorku.ca

Webcast Fee per Delegate

2-3 delegates: 25% off program fee
4-10 delegates: 30% off program fee
11+ delegates: 35% off program fee
Boardroom rates available.

Delivery

The video stream will be sent to you via email as soon as payment is successfully processed.

Refunds

All sales are final. Please make all enquiries related to program content and CPD/MCLE credit hours prior to purchase.

FAQs

Have a question? Read our FAQs.

Technical Support

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

Program Details

Delivery Method

Web - On Demand

Date Recorded
January 17, 2019
Fee per Delegate

$495 plus HST

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Eligible CPD Credit Hours

Questions?

Who Should Attend

  • Both experienced wills and estates practitioners who want to refresh their knowledge of the basics 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.

Hotels & Parking

If you require accommodations in downtown Toronto, OsgoodePD has arranged Corporate Rates with several hotels within walking distance of our downtown conference centre.

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