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.
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. 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
Dealing with Double Taxation
Taxation on Death
The Graduated Rate Estate – Pits and Traps
Fees include attendance, program materials, dinner and break refreshments.
We will make every effort to present the 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.
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.
Have questions? Read our FAQs.
Questions on program registration?
Please contact the Registration Team at email@example.com
Questions on the program content?
Please contact the Program Lawyer:
Gail Geronimo at firstname.lastname@example.org
February 3 & 6, 2020
6:00 p.m. - 8:30 p.m.
Osgoode Professional Development Centre,
1 Dundas St. W., 26th Floor Toronto, ON
$495 + HST
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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