Advanced Estate Planning for Cross-Border Investments | Continuing Education by learnformula

Advanced Estate Planning for Cross-Border Investments

Name: Advanced Estate Planning for Cross-Border Investments
Price: 119 CAD
Rating: 4.1 (44 reviews)

Master the complexities of cross-border estate planning for Canadian investments

Created byAurora Legal Training Institute

4.1

(44 reviews)

BeginnerUpdated Dec 20, 2024

Advanced Estate Planning for Cross-Border Investments

What You'll Learn

check_circleInterpret the U.S.-Canadian Death Tax Convention

check_circleCalculate credits under the Convention and Internal Revenue Code

check_circleNavigate provincial succession duties in Canada

check_circleApply situs rules for various types of property

check_circleDevelop strategies to minimize overall estate tax burden

check_circleDraft wills to optimize cross-border estate planning

About This Course

Dive deep into the intricacies of estate planning for U.S. investors holding Canadian securities. Explore the U.S.-Canadian Death Tax Convention; analyze credit allowances under both the Convention and Internal Revenue Code; understand provincial succession duties; and learn effective estate planning techniques.

Your Instructor

Aurora Legal Training Institute

menu_book14 courses

star437 reviews

Aurora Legal Training Institute is dedicated to empowering Canadian lawyers with cutting-edge CLE courses tailored to meet the demands of modern legal practice. From mastering litigation techniques and corporate law to navigating ethics and emerging fields like AI in law, Aurora’s programs blend theoretical expertise with actionable insights. Our instructors are seasoned professionals committed to providing real-world strategies that enhance your legal practice and professional growth.

Credit Information

What Students Are Saying

4.1

Student's Choice

44 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.