Tax Fundamentals for the Estate Practitioner 2022







Product Type: Course

Format
Courses - Rebroadcast
Start Date & Time
2022-12-15
End Date & Time
2022-12-15
Online Provider
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DescriptionMore DetailAgenda

Tackling taxes: an essential element of estate practice success

—Rebroadcasts—
On the rebroadcast date, you will have until midnight of that rebroadcast date to access the course. Please note that technical support will be available during regular CLEBC business hours.

Last Kick at the Can Series 2022
Thursday, December 1, 2022
Thursday, December 15, 2022

(Original Live Webinar Date: March 31, 2022)

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Who should attend: Lawyers who practise 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; common tax issues that arise in estate planning in relation to corporate shareholdings, real property, and complex family situations; 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. Join us and build a solid foundation!

After taking this program, you will:

  • understand the fundamentals of tax in estate planning and the taxation of trusts
  • gain knowledge of tax issues with respect to BC real property
  • understand probate issues
  • be aware of tax issues surrounding children and family circumstances
  • gain knowledge of the role the executor

Law Society of BC CPD Hours: 3.5 hours (this course will contain a minimum of .5 hours pertaining to professional responsibility and ethics, client care and relations, and/or practice management). Please note: The CPD hours of the rebroadcast will either meet or exceed the CPD hours of the original live webinar course.

Course Chairs
Kate S. Marples — KPMG Law LLP, Vancouver
Ingrid M. Tsui — Alexander Holburn Beaudin + Lang LLP, Vancouver

Reduced Pricing
To support you during COVID-19, CLEBC is offering reduced pricing for courses.
Last Kick at the Can 2022
 
Rebroadcast $429   $369
Rebroadcast Articled Student $213.50   $184.50

Are you an Indigenous lawyer or community member?
Click here for special pricing.

Do you need financial assistance?
Click here for bursary information.

Experiencing financial hardship due to COVID-19?
You may be eligible for further reductions in our course prices.
Please contact Customer Service for more information.

Registration includes an electronic copy of the reference materials.

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


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