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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

Types of wills: formal, holograph, notarialMultiple wills strategies for probate planningWill substitutes versus will-based transfersKey will clauses: residue, specific and demonstrative giftsSurvivorship, per stirpes, and per capita distributionsGuardians and trustees for minors in willsDependent support and variation claimsMutual wills and spousal agreementsRRSP/RRIF/TFSA beneficiary designationsCreditor protection and designation pitfallsQuebec succession terminology and structuresRevocation, codicils, and republicationMarriage, separation, and divorce effects on willsPlanning for blended and non-traditional familiesAvoiding errors that lead to estate litigation

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/Wills, Beneficiary Designations, and Family Law Impacts

Wills, Beneficiary Designations, and Family Law Impacts

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Design effective wills and designations while addressing family dynamics, provincial rules, and litigation risks.

Content

14 of 15

Planning for blended and non-traditional families

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