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Estate Planning and Taxation in Canada
Chapters

1Legal and Regulatory Foundations of Canadian Estate Planning

Federal versus provincial jurisdiction in estatesSuccession law frameworks across provincesCommon law provinces versus Quebec civil lawFormal validity and execution of willsBeneficiary designations and contract lawForms of co-ownership: JTWROS vs tenancy in commonFamily law claims and dependent reliefProbate and estate administration tax overviewExecutor/personal representative authorityPowers of attorney: legal basis and scopeGuardianship of minors and appointmentDigital assets and access rightsPrivacy, confidentiality, and access to informationAdvisor roles: lawyer, CPA, CFP, trust officerEthics, conflicts of interest, and capacity concerns

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

Courses/Estate Planning and Taxation in Canada/Legal and Regulatory Foundations of Canadian Estate Planning

Legal and Regulatory Foundations of Canadian Estate Planning

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Understand the legal landscape, provincial differences, and roles that shape estate planning across Canada.

Content

15 of 15

Ethics, conflicts of interest, and capacity concerns

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