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Estate Planning and Trusts 2025

Essential Strategies for Tax Savings, Estate Freezes, and Trust Management.

Created byJason Fleming
BeginnerUpdated Feb 5, 2025

What You'll Learn

  • check_circleUnderstand the role of wills, life insurance, and the Family Law Act in estate planning.
  • check_circleLearn strategies to minimize probate fees and manage taxation at death.
  • check_circleExplore estate freezes and techniques to avoid tax using sections 85 and 86.
  • check_circleGain insights into trust taxation, income allocation, and the 21-year deemed disposition rule.

About This Course

This webinar provides a comprehensive discussion on estate planning, which focuses on planning for death. While no one likes to think about it, effective estate planning is crucial to reduce burdens on grieving family members and ensure they are left with fewer complications and more financial security. Key topics such as tax savings, estate freezes, and trusts are thoroughly explored, with numerous examples provided to clarify these important concepts.

This webinar covers key aspects of estate planning, including:

  • The will, life insurance, and the Family Law Act
  • Probate fees and strategies to reduce them
  • Taxation at death, including the deemed disposition on death rules and the terminal income tax return
  • Estate freezes, utilizing section 85 and section 86 to avoid tax
  • Crystallizing your capital gains exemption and avoiding section 84.1
  • The taxation of trusts, including residence, allocating trust income, graduated rate estates, and the 21-year deemed disposition rule

Course Content

3 activities • 2 videos • duration: 2h 25m

  • videocamPart 1
    Duration 77:20

Your Instructor

Jason Fleming

CPA, CA, M.Acc

menu_book20 courses
star5,354 reviews

Jason Fleming is a Chartered Professional Accountant (CPA), Chartered Accountant (CA) with a master’s degree in accounting. Jason is an associate professor, teaching stream, at York University, previously he was a tax manager at a Big-4 accounting firm in Toronto. Jason completed the CICA’s In-Depth tax course, ranked 8th in Ontario on the UFE (the CA professional exam) and taught tax week at the ICAO's Summer School. Jason is the author of CFE Tax, 9th edition, CFE Case Writing, 3rd edition and various tax articles.

Credit Information

Professional development requirements vary by profession, country, and regulatory body. Before enrolling, review the course details and confirm that the content, learning format, and any listed credits meet your specific requirements. You are responsible for confirming eligibility with your regulator or professional association and keeping the records required for reporting.

What Students Are Saying

4.9 out of 5
Student's Choice
437 reviews
  • WS
    Wendy S.
    starstarstarstarstar

    Two things: 1. I took this course as part of a death and taxes bundle. The Estate Planning and Trusts course covered some of the same topics as this course. I am guessing about 25%. 2. I found some of the topics difficult but knowledge of their existence is great to point clients in the right direction and get them the expert knowledge they need through a tax accountant and/or a lawyer

  • TK
    Trish K.
    starstarstarstarstar

    Yes, this was great, but a lot of info and I'd like to listen again!

  • VW
    Vida W.
    starstarstarstarstar

    To expand knowledge of tax rules

  • DR
    Dave R.
    starstarstarstarstar

    Well Explained update to complex issues.

Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 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.

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