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

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

Who Should Attend

Lawyers practicing or wishing to practice in wills and estates


Program Chairs

Ray Rubin

Davies Ward Phillips & Vineberg LLP

Robert Santia

Robins Appleby LLP

Robert Kepes

Morris Kepes Winter LLP Tax Lawyers




Recorded: Feb 13, 2023

$495 + TAX

Printable registration form

If a downloadable form is required, please contact

“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.

CPD Hours
Contact us for inquiries about other provinces.
Total4h 30m

Are you reporting hours from a previous date?

View our CPD & Accreditation page to see previously calculated hours for this course.

You may also be interested in…

Deeper Learning Opportunities


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 LLMs

The 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.

Explore certificates

Frequently Asked Questions

Client and Technical Support

Have questions? Get advice in person, by email or over the phone.

Online Technical Requirements

To ensure you do not encounter any issues that will impact or limit your learning experience, please review the following information.