About Us
Connect
Customer Support
Community
EMAIL SIGN UP
Sign up to receive email notification of LESA programs and resources directly related to your practice.
SKU: OC-62199-1
About
Faculty
About
Estate planning is much more than drafting a Will. This session will help you identify pre-mortem tax planning issues for your clients, including common pitfalls and opportunities. Before death (pre-mortem) planning includes tax and estate planning in order to minimize overall tax on death, and drafting the Will so that the estate will be administered in a tax effective manner. Topics include common transactions to freeze value and minimize tax, use of trusts in estate planning, philanthropy, and planning considerations regarding TOSI (Tax on Split Income).
This on-demand program was originally broadcasted as a webinar on November 17, 2020. Total running time is 1 hour, 28 minutes.
You also may be interested in Estate Planning Considerations Part 2: After Death
Faculty
Presenters
Michelle Coleman, CPA, CA, TEP, CEA, MNP LLP
Keane Donaldson, CPA, CA, TEP, MNP LLP
Related Products
Discover LESA’s On-Demand Programs
Have you been in LESA’s new online classroom? It launched late last year and is home to the collection of LESA’s on-demand programs. What are On-Demand Programs? LESA’s wide range of on-demand programs allow you ...
Read More
New Benefit for LESA Library Subscribers: 50% Off On-Demand Programs
We are happy to announce a new benefit for subscribers of the LESA Library. Whether you subscribe to one, two, or all six core areas of law, we are pleased to offer you 50% off ...
Read More
Viewing of this on-demand program is restricted to the account holder only. For multiple viewers, please contact [email protected] for group pricing. Following your purchase, access the content through your LESA.org account in ‘My Classroom’.