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Centennial 2010
  • Location:


Level: Advanced
Competency: Taxation
Seminar Code: 00405
Format: Full Day
CPD Hours: 7
Availability: Online Registration is now Closed

Register before Feb 13, 2018 and pay the early fee!
Date: Tuesday, Feb 27, 2018
Time: 8:30 AM-4:00 PM
Location: Days Inn & Suites West Edmonton
10010 - 179 A Street
Edmonton, Alberta
Meeting Room: Linden
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:
Can't make it to this session? See the other offerings of this seminar.

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