Tracking Pixel

You must Log In or Register before you can register for Courses

Estate Planning

Individual Course Price: $175.00

Number of PD Hours: 3

Fewer things are more personal to a client than their estate plan. Having an intimate understanding of a client’s set of circumstances is critical to being able to recommend a plan that is right for them. The ability to problem solve and think creatively to come up with alternatives is what distinguishes advisors.

This session will introduce basic estate planning concepts while providing foundational knowledge of the complex issues that need to be considered when crafting an estate plan for clients. The concepts covered will provide practitioners with a deeper understanding of why estate planners recommend certain plans and the technical provisions that allow those plans to work.

Topics covered will include:
• law of intestacy and consequences of dying without a last Will and Testament in Ontario;
• common estate planning techniques employed to reduce estate administration tax (commonly referred to as “probate”) including the use of direct designations, primary/secondary wills, bare trusts, transferring assets into joint tenancy, and the use of alter-ego and joint-partner trusts;
• taxation on death and planning techniques employed to minimize the tax liability including use of insurance and charitable gifting;
• complex families and unique assets – creative planning solutions for the complex family;
• basics of Powers of Attorney for Property – scope, authority, and validity;
• the roles, responsibilities, and liability of executors, trustees, and powers of attorneys;
• case law update.

Course Sessions:
CodeProgramSession DateStart Time 
Online2019122019/2020 Online 11/19/2019 12:00 AM
111220192019/2020 Markham Mornings (Tues) 11/12/2019 9:00 AM
Quick Links
Hot Topics for 2019...
1. Ethics - CPA Code of Professional Conduct
2. Estate Planning
3. Income Tax Update
4. TOSI Troubles Parts 1 & 2
In-Class locations:

Toronto - Temple Sinai. 210 Wilson Ave, North York, ON M5M 3B1

Oakville - Le Dome. 1173 North Service Road East. Oakville, L6H 1A7

Markham - Markham Event Centre. 95 Duffield Drive, Markham, L6G 0A8

How to Save Even More

For our accounting professional development programs:


SAVE $255 

when you register for our core package of 7 courses as opposed to buying each course individually

SAVE $440

when you register for our classic package of 11 courses as opposed to buying each course individually


SAVE $280

when you register for our flex package of 14 courses as opposed to buying each course individually


If your firm is purchasing more than 10 packages please contact Alison Winton for pricing 

(905) 881-9285 ext 102