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

$105.00 CAD

This webinar and all course material is subject to copyright. You agree to not take any action(s) that will violate copyright. You agree to avoid selling, renting or distributing this course or any course material to anyone else without the copyright holder’s express written permission. 

You agree that this webinar and all course material does not constitute legal, tax or other professional advice. A tax specialist should be consulted before undertaking tax planning or finalizing a tax return, form, or business transaction. You agree that Jason Fleming and JasonFlemingTax assume no liability for loss or damages caused by relying on this material. 

You agree to pay the course fee, plus any applicable sales tax, and you understand that all sales are final and no returns or exchanges are allowed.