Estate Planning and Trusts

Thank you for your interest in my webinar

What you'll get:

• Access to the video(s) for 6 months
• 2.5 hours of verifiable professional development
• A certificate of completion 
• Slides available for download (in Adobe, if you want them)
• Closed captioning (you can turn on or off)

Features

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