Estate Planning.Ā Financial Planning for Death
This webinar discusses estate planning, i.e., financial planning for deathĀ
CPD hours: 2.75
Recorded Jan. 2, 2026
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This webinar covers estate planning and includes:
- The will, life insurance and the Family Law Act
- Probate fees and planning to reduce probate
- Taxation at death, including the deemed disposition on death rules and the terminal income tax return
- Estate freezes and using section 85 and section 86 to avoid tax
- Crystalizing your capital gains exemption and avoiding section 84.1
- The taxation of trusts, including residence, allocating trust income, graduated rate estates and the 21-year deemed disposition rule
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