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Centennial 2010
  • Location:


Level: Advanced
Competency: Taxation
Seminar Code: 00405
Format: Full Day
CPD Hours: 7
Availability: This seminar occurs in the past. To view other offerings of this seminar, go to "Additional Offerings"

Register before Jan 02, 2018 and pay the early fee!
Date: Tuesday, Jan 16, 2018
Time: 8:30 AM-4:00 PM
Location: Radisson Hotel & Conference Centre Calgary Airport
6620 36 Street NE
Calgary, Alberta
Meeting Room: Duchess B
Fee Options: Tickets Required: N/A
(Passport Tickets can only by used 14 days prior to seminar start date)
Fee Required: $550.00 - Early Member
$550.00 - Early Non-Member
$630.00 - Regular Member
$630.00 - Regular Non-Member
Seminar Description: This full-day seminar will provide a detailed review of important estate planning matters for those who deal with the owner-managed client. This includes enhanced estate planning skills for the non-specialist practitioner, introduction of important tax and estate planning concepts, and useful tips and an up-to-date reference source.

Participants will develop a working understanding of how to initiate and undertake effective estate planning. An important area of the seminar is to maintain flexibility in the estate plan while the managing estate planning risk.

Participants should have significant experience in the area of domestic estate planning and should have a good understanding of the testamentary tax rules.
Seminar Outline:
  • Planning for deemed disposition at death
  • Post mortem planning
  • Planning using trusts
  • The use of life insurance in planning
  • US estate tax review
  • Case study
Pre-requisite: There are no prerequisites for this course.
Who Will Benefit: Practitioners who want to assist clients in identifying and addressing estate planning needs for the owner-manager or high net worth individual.
Seminar Leader(s): BIASINI, Gary
Special Notes:
Additional Offerings:
CityDateTimeSeminar Leader 
Edmonton Feb 27, 2018 08:30 am-04:00 pm BIASINI, Gary
View Details
Mar 31, 2018 08:30 am-04:30 pm
View Details
Can't make it to this session? See the other offerings of this seminar.

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