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Product Type: Course
Tax Fundamentals for the Estate Practitioner

DescriptionMore DetailAgenda

Tackling taxes: an essential element of estate practice success

Friday, May 10, 2019
9:00 am – 4:00 pm
Pan Pacific Hotel, 999 Canada Place, Vancouver
or attend via webinar

Rebroadcast
Summer Series 2019
Tuesday, July 23 2019
9:00 am – 4:00 pm via webinar

Tuesday, July 30 2019
9:00 am – 4:00 pm via webinar

Last Kick at the Can 2019
Wednesday, December 4, 2019
9:00 am – 4:00 pm via webinar

Monday, December 16, 2019
9:00 am – 4:00 pm via webinar

Who should attend: Lawyers who practice in the area of estate planning and estate administration

Learning level: Intermediate/Advanced

Whether you are assisting a client with estate planning or advising an executor of his or her duties in an estate administration, you will come face to face with a multitude of tax issues. To properly advise clients, it is important to have a fundamental understanding of the basic tax rules integral to your practice area.

This course will analyze common scenarios that estate practitioners face, and the tax issues that arise. You will learn about basic tax exemptions, the attribution rules, taxation of estates, charitable giving, and much more!

With this basic framework, you will be equipped to identify and warn your clients of potential issues and know when it is time to seek expert advice.

After taking this program, you will:

  • understand the fundamentals of tax in estate planning and the fundamentals of taxation of trusts
  • gain knowledge of tax issues with respect to entrepreneurs and children as beneficiaries
  • understand probate issues and charitable giving
  • be aware of tax issues surrounding executors

Join us and build a solid foundation today!

Law Society of BC CPD Hours: 6 hours (a minimum of 1 hour pertaining to professional responsibility and ethics, client care and relations, and/or practice management)

Course Chairs
Kate S. Marples Legacy Tax + Trust Lawyers, Vancouver
Genevieve N. Taylor Legacy Tax + Trust Lawyers, Vancouver

 

Pricing 

EARLY BIRD 
Register by April 12/19
Regular Price
After April 12/19
Webinar  $489 $549
Webinar Articled Student $239 $269
In-Person* $619 $679
In-Person Articled Student* $339 $369

Save even more with your CPDone Pass
Registration includes an electronic copy of the reference materials.

*Lunch is included.

 

Save even more with your CPDone Pass
Registration includes an electronic copy of the course materials.

Please note: The CPD hours of the rebroadcast may differ from the CPD hours of the original, live program.

Pricing
Summer Series 2019

EARLY BIRD 
Register by June 21
Regular Price
After June 21
Webinar Rebroadcast $439 $489
Webinar Rebroadcast
Articled Student
N/A $244.50

 

Registration includes an electronic copy of the course materials.

Please note: The CPD hours of the rebroadcast may differ from the CPD hours of the original, live program.

Last Kick at the Can Pricing
Webinar Rebroadcast $489

Can't make the in-person course or webinar?
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Plus-one pricing!
Gather your colleagues around a computer to save on Webinars and Rebroadcasts. Groups pay full price for the main registrant plus $179 ($319 for two-day courses) for each additional viewer. If your group includes a student, the first registration must be at the full rate if a lawyer is participating. Contact Customer Service for more information.

CLEBC Program Lawyer* 
Nadia Myerthall
nmyerthall@cle.bc.ca
*non-practising



Format Live Course Add to Cart
Start Date & Time 2019-05-10 9:00 AM
End Date & Time 2019-05-10 4:00 PM
Location Pan Pacific Hotel
Spaces Available 35
Course Chair Kate S. Marples
Course Chair Genevieve N. Taylor
Course Presenter Rebecca Cynader
Course Presenter Stephanie J. Daniels
Course Presenter Alexander Demner
Course Presenter Christine M. Muckle
Course Presenter Blair P. Dwyer
Course Presenter Sheryne Mecklai, CPA, CA
Course Presenter Dagmar Zanic, CPA, CA
Course Presenter Martina Zanetti

Format Live Webinar Add to Cart
Start Date & Time 2019-05-10 9:00 AM
End Date & Time 2019-05-10 4:00 PM
Online Provider
Spaces Available

Format Rebroadcast Add to Cart
Start Date & Time 2019-07-23 9:00 AM
End Date & Time 2019-07-23 4:00 PM
Online Provider
Spaces Available

Format Rebroadcast Add to Cart
Start Date & Time 2019-07-30 9:00 AM
End Date & Time 2019-07-30 4:30 PM
Online Provider
Spaces Available

Format Rebroadcast Add to Cart
Start Date & Time 2019-12-04 9:00 AM
End Date & Time 2019-12-04 4:00 PM
Online Provider
Spaces Available

Format Rebroadcast Add to Cart
Start Date & Time 2019-12-16 9:00 AM
End Date & Time 2019-12-16 4:00 PM
Online Provider
Spaces Available

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