Tax Intricacies for the Estate and Trust Practitioner 2025







Product Type: Course

Format
Courses - In-Person
Start Date & Time
2025-05-14 9:00 AM
End Date & Time
2025-05-14 4:00 PM
Location
Vancouver location TBA


Format
Courses - Webinar
Start Date & Time
2025-05-14 9:00 AM
End Date & Time
2025-05-14 4:00 PM
Online Provider
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DescriptionMore DetailAgenda

Navigating the latest tax developments relating to estate and trust planning

Wednesday, May 14, 2025
9:00 am – 4:00 pm
Vancouver location TBA
or attend via webinar

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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 and trust planning or advising an executor or trustee of his or her duties in an estate or trust administration, you will come face to face with a multitude of tax issues.

This course will analyze common scenarios that estate and trust practitioners face and the complex tax issues that arise. You will learn about fundamental estate and trust tax issues, as well as tax issues that commonly arise in estate and trust planning in relation to corporate shareholdings, real property, cross border issues, charitable giving, and much more.

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

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

Course Chairs
Stephanie J. Daniels Farris LLP, Vancouver
Ingrid M. Tsui Alexander Holburn Beaudin + Lang LLP, Vancouver

Pricing
EARLY BIRD 
Register by Apr. 16/25
Regular Price
After Apr. 16/25
In-person* $619 $689
In-person Articled Student* $399 $399
Webinar $529 $599
Webinar Articled Student $309 $309

*Please note: The in-person session is dependent on a minimum number of registrants and may not be confirmed until 4 weeks before the course date.

Are you a member of the Indigenous legal community (lawyer/Articled Student/legal support staff/paralegal) or a non-lawyer Indigenous community member?
We value your contributions and encourage your participation in all of our programs. To increase accessibility, we offer a 50% discount* to all Indigenous lawyers/Articled Students/legal support staff/paralegals and a limited number of free online registrations to non-lawyer Indigenous community members. (*discount applies to Regular prices, not Early Bird prices). Please contact Customer Service to find out more.

Unable to attend a course without financial assistance from CLEBC?
Click here for bursary information.

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Check out our Easy Pay Plan

Registration includes an electronic copy of the reference materials and lunch for in-person registration.

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


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