Executor Training 101

3 November 2021, 11:00 AM

Many people end up letting their name stand to be an executor for someone without having the first clue about what they are getting themselves into.

This workshop walks the participant through the estate administration process from A to Z. All participants will also receive the most ...

2h
Lecturer
Multiple Lecturers
$69

Full Day Trusts and Estates Webinar

22 October 2021, 10:00 AM

The benefits of both a proper estate plan and the use of trusts are numerous.  But there are many complexities and challenges to getting the “right” plan in place, and a number of risks including legal challenges, not achieving the intended objectives and overpayment of taxes and other costs. ...

7h
Lecturer
Multiple Lecturers
$250

An Introduction to Estates Litigation

8 June 2021, 11:00 AM

Family disputes over wills have become increasingly common, and with the aging population comes complex issues pertaining to estates.  Some of the topics we will cover include:

  1. Ways in which to challenge a Will;
  2. Dependant’s relief claims under the Succession Law Reform Act; ...
1h
Picture of Barbara Green
Lecturer
Barbara Green
$39

Everything You Need to Know about Trust Reporting and Planning

1 March 2021, 1:00 PM

This webinar will be comprised of three parts:

(1) trust compliance & return preparation (review of the basics) - Niaz Paracha, Tax Manager at CPA Solutions LLP

(2) Canadian tax issues relating to trusts & estate returns, planning issues, etc. - Alex Ghani, Partner at CPA Solutions LLP

(3) ...

(1)
3h
Lecturer
Multiple Lecturers
$150

New Trust Disclosure Rules: Preparing for the Upcoming Challenges

20 October 2020, 6:00 PM

The new trust disclosure rules will be in effect for taxation years ending on or after Dec 31, 2021. The rules require a broad disclosure and in particular we discuss the issue related to contingent beneficiaries - it is unclear based on the legislation if a contingent beneficiary will also ...

(1)
1h
Picture of Balaji Katlai
Lecturer
Balaji Katlai
$39

Trusts and Estates for Financial Professionals

20 October 2020, 10:00 AM



(1)
7.5h
Lecturer
Multiple Lecturers
$245

Certainty in Uncertain Times - Strategic Estate Planning

28 May 2020, 11:00 AM

We will cover what is estate planning and why is this a process not an event. Included will be a comprehensive review of using Trusts (both Inter Vivos and Testamentary). We will cover the use of Guaranteed Investment Funds and why many investors miss this opportunity. We will wrap up the ...

1h
Picture of Tony Salgado
Lecturer
Tony Salgado
$39

Where There’s a Will.. to make a Will in a Pandemic

20 April 2020, 11:00 AM

A primer on new measures for virtual execution of Wills and Powers of Attorney during the COVID-19 crisis.

1h
Picture of Shruthi Raman
Lecturer
Shruthi Raman
$29

Estate planning for living through COVID-19 and uncertain times

15 April 2020, 12:00 PM

This webinar will focus on the importance of preparing or updating an estate plan in these uncertain times. Topics include: 

a. The importance of Powers of Attorney and Living Wills during a pandemic and the potential consequences of not being prepared. 

b. Estate Planning 101- understanding the ...

(1)
1h
Picture of Akua Carmichael
Lecturer
Akua Carmichael
$29

Intro to Estates Litigation Fundamentals; and Recent Developments in Family Law - Webinar

23 September 2019, 7:00 PM

There will be two topics covered during this webinar:

1. An Introduction to Estates Litigation Fundamentals

Speaker: Barbara Green, LL.B. of Robins Appleby LLP

2. Recent Developments in Family Law

Speaker: Stephen Grant, LSM, ASM of Grant Crawford Watson LLP


2h
Lecturer
Multiple Lecturers
$59

Effectively Dealing with the 21-Year Deemed Disposition Rule for Trusts; and Tax Traps and How to Avoid Them - Lessons from a Negligence Lawyer: Webinar

22 January 2019, 7:00 PM

There will be two topics covered during this webinar:

1. Effectively Dealing with the 21-Year Deemed Disposition Rule for Trusts

    Speaker: William Bernstein, LL.M. (Taxation), TEP of Gardiner Roberts LLP

2. Tax Traps and How to Avoid Them - Lessons from a Negligence Lawyer 

    Speaker: Molly Luu,...

2h
Lecturer
Multiple Lecturers
$59

Estate Planning with Legal Case Examples; and Estate Freeze Strategies Webinar

29 November 2018, 7:00 PM

The following topics are being covered during this webinar:

1.Estate Freeze Strategies

    Speakers: Hon. Donald G.H. Bowman and Todd Louie of Quantum Tax Law

2. Estate Planning with Legal Case Examples

    Speakers: Keith Masterman LLB, TEP |Vice President, Tax, Retirement and Estate Planning| CI ...

2h
Lecturer
Multiple Lecturers
$59

Update & Key Issues in Estate and Disability Planning

30 January 2018, 7:00 PM
The topic covered during this webinar is Disability Planning - Key Concepts and Strategies by the following speakers:

1. Rachel Blumenfeld, LL.B., TEP of Aird & Berlis LLP

2. Genevieve Giroday, LL.B., TEP of Giroday Law

(1)
2h
Lecturer
Multiple Lecturers
$59