After death (post-mortem) estate planning discusses both the compliance for effective estate administration and the tax planning considerations in the administration of an estate.  Explore the inherent double / triple tax on death when owning private company shares and the post-mortem planning to mitigate the double / triple tax, including timing sensitivities.  Topics also include use of various trusts, charitable gifting, and planning considerations regarding TOSI (Tax on Split Income).

This on-demand program was originally broadcasted as a webinar on November 24, 2020. Total running time is 1 hour, 24 minutes.

You may also be interested in Estate Planning Considerations Part 1: Before Death