Estate Planning and Taxation in Canada
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, practical planning techniques, compliance obligations, and risk management for executors, attorneys, trustees, and advisors. By the end, participants can design integrated estate plans, navigate key filings and elections, and apply strategies for families, retirees, business owners, and complex estates.
