About this course
This course provides a comprehensive, practice-oriented roadmap to Canadian estate planning and taxation. Learners progress from legal foundations and core tax rules to wills, probate, incapacity planning, trusts, registered plans, property, business succession, insurance, philanthropy, and cross-border considerations. Emphasis is placed on provincial differences, federal Income Tax Act provisions...
What you'll learn
- Explain federal and provincial legal frameworks that govern Canadian estate planning
- Apply key Income Tax Act rules and elections that arise at death and for estates
- Design integrated wills, beneficiary strategies, and account transfer plans
- Plan for incapacity using powers of attorney and personal care instruments
- Choose and tax-effectively use trusts, registered plans, and insurance in estates
- Administer probate, intestacy and estate administration while managing executor risk
- Develop business succession strategies for private corporations and special assets
- Incorporate charitable giving and cross-border considerations into estate plans
- Prepare required filings, elections, and compliance steps for executors and trustees
Prerequisites
Basic familiarity with Canadian tax principles and legal concepts is recommended; suitable for professionals and experienced advisors but no formal prerequisites.
- Level
- Intermediate· Level
- Duration
- 20 hours· Duration
- Language
- English· Language
- Modules
- 10· Modules
Skills you'll gain
- Canadian estate planning
- Income Tax Act application at death
- Will and beneficiary strategy
- Trust drafting and administration
- Probate and estate administration
- Incapacity and power of attorney planning
- Business succession planning
- Cross-border estate considerations
- Tax compliance and filings
- Risk management for fiduciaries
What you'll study
10 modules — work at your own pace.
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