Tax Fundamentals for the Estate Practitioner 2019

Product Type: Course

This course has no current sessions.

DescriptionMore DetailAgenda

Tackling taxes: an essential element of estate practice success

(Original Course Date: May 10, 2019)

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


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Gather your colleagues around a computer to save on Webinars and Rebroadcasts. Groups pay full price for the main registrant plus $249 ($449 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

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