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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

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
October 26, 2017
Running Time

3:04:47

Fee per Delegate

$295 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 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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