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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

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

Term versus permanent insurance in estatesInheritance equalization using life insurancePolicy ownership and beneficiary structuresCharitable bequests versus gifts by willIn-kind donations and capital propertyDonor-advised funds and private foundationsFlow-through share donation strategiesUS persons in Canada: estate and gift taxUS situs assets and treaty reliefSnowbird issues and departure taxForeign reporting: T1135, T1142, T1161Multiple wills and probate minimizationFamily governance and letters of wishesExecutor risk management and insurancePractical estate planning checklists
Courses/Estate Planning and Taxation in Canada/Insurance, Charitable Giving, Cross-Border, and Advanced Strategies

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

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Use insurance and philanthropy strategically, manage international issues, and integrate advanced planning tools.

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13 of 15

Family governance and letters of wishes

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