Program Chairs
Robert Kepes
Morris Kepes Winter LLP Tax Lawyers
Ray Rubin
Davies Ward Phillips & Vineberg LLP
Robert Santia
Robins Appleby LLP
Taxation can be a complex topic for any Wills and Estates practitioner.
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.
Registration includes 120-day unlimited, online access to the recorded program.
What You’ll 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
Who Should Attend
Lawyers practicing or wishing to practice in wills and estates
Faculty
Program Chairs
Ray Rubin
Davies Ward Phillips & Vineberg LLP
Robert Santia
Robins Appleby LLP
Robert Kepes
Morris Kepes Winter LLP Tax Lawyers
Instructors
Agenda
Register
Recorded: Feb 13, 2023
$495 + TAX
Printable registration form
If a downloadable form is required, please contact osgoodepd@osgoode.yorku.ca.
“Is financial assistance or funding available?”
As law evolves, we know how important it is to stay up to date. We also understand the financial implications of continuously upgrading your professional skills and knowledge. For more information on available options, including Job Grants, OSAP, please visit:
CPD and Accreditation
OsgoodePD is an accredited provider with the LSO, the Law Society of BC and NY CLE Board. Select your location to view the eligible hours you may claim.
| Substantive | 4h |
|---|---|
| Professionalism | 30m |
| Total | 4h 30m |
Are you reporting hours from a previous date?
View our CPD & Accreditation page to see previously calculated hours for this course.
Deeper Learning Opportunities
LLMs
Are you a law graduate or an executive/senior professional with at least 5 years of specialized experience? Consider a full-time or part-time LLM degree.
Part-time LLMs Full-time LLMsThe Osgoode Certificate
Stay competitive with deep dives into the most critical issues in law. Taught by leading experts and designed for flexible learning, choose from multi-day programs or take courses at your own pace to build towards a certificate.
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Online Technical Requirements
To ensure you do not encounter any issues that will impact or limit your learning experience, please review the following information.