Estate Planning Considerations Part 2: After Death – Webinar

This event occurred in the past. The recording is now available as a Webinar on Demand.

You may also be interested in the recording from Estate Planning Considerations Part 1: Before Death. Click here to purchase the Webinar on Demand.

After death (post-mortem) estate planning will discuss both the compliance for effective estate administration and the tax planning considerations in the administration of an estate.  This session will discuss 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). 

If multiple lawyers or staff members from your firm would like to attend this webinar or webinar series, please contact Craig Edhart or Carolyn Bernardin for pricing.

Presenters

Tran Diep, CPA, CA, MNP LLP

Tracy Leishman, CPA, CA, MNP LLP