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Estate Planning and Taxation in Canada
Chapters

1Legal and Regulatory Foundations of Canadian Estate Planning

2Core Tax Concepts at Death and for Estates

3Wills, Beneficiary Designations, and Family Law Impacts

4Probate, Intestacy, and the Estate Administration Process

5Incapacity Planning: Powers of Attorney and Personal Care

Property POA versus personal care/mandateSelecting, substituting, and supervising attorneysCapacity standards and assessmentsAdvance directives and living willsSupported decision-making and representationQuebec protection mandates and homologationSpringing versus continuing POAsSafeguards against financial abuseAttorney duties, records, and compensationHousing transitions and long-term care fundingDisability planning and Henson trust coordinationRDSP considerations and POA authorityHealth consent and mental health statutesAdult guardianship/committeeship processesCross-provincial recognition and portability

6Trusts: Types, Taxation, and Practical Uses

7Registered Plans and Pensions in Estate Planning

8Property, Investments, and Real Estate

9Business Owners, Private Corporations, and Special Assets

10Insurance, Charitable Giving, Cross-Border, and Advanced Strategies

Courses/Estate Planning and Taxation in Canada/Incapacity Planning: Powers of Attorney and Personal Care

Incapacity Planning: Powers of Attorney and Personal Care

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Prepare for incapacity with durable mandates, decision-making frameworks, and protection against abuse.

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Property POA versus personal care/mandate

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