RIP - Estate planning
What is the difference between the types of e-learning activities?
- A webinar is a live training activity which you must attend at the date and time indicated. You may access the training platform in your online file 7 days before the date of the webinar. We strongly recommend that you log in to the platform before the date of the webinar and follow the instructions in step 3 of your training path beforehand in order to test your computers’ configuration and prevent any connexion problems during your training activity.
- Web conferences, web interviews, interactive training activities, webcasts and online training activities are recorded training activities. They can be accessed at all times after their availability date.
This training activity provides a detailed review of important estate planning matters for practitioners who deal with the owner-managers or clients with a high net worth. Specifically, participants gain enhanced estate planning skills, an introduction to important tax and estate planning concepts, useful tips, and an updated reference source. Participants will develop a working understanding of how to initiate and undertake effective estate planning for clients. The seminar emphasizes the maintenance of flexibility in the estate plan while managing estate planning risk.
Accountants spend most of their professional lives planning for one event or another: their career, their families, their taxes, and, of course, other peoples’ taxes. However, few professionals have thoroughly considered the aspect of estate planning and its implications on taxation.
By the end of this training activity, participants will be able to:
- identify significant issues relating to estate planning and the use of trusts;
- analyze post-mortem planning alternatives in the context of fact-specific scenarios;
- explain the use of life insurance in estate and post-mortem planning;
- identify U.S. estate tax issues.
- Planning for deemed disposition at death
- Planning and using trusts
- Post mortem planning
- The use of life insurance in planning
- US estate tax review
Although all accounting professionals will gain value from this seminar, this session caters to practitioners who want to identify and address estate planning needs for the owner-manager or individuals with high net worth.
Participants should possess experience in the area of domestic estate planning and should have a solid understanding of the testamentary tax rules.