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Estate Planning: Financial Planning for Death 2026

Secure your legacy and protect your loved ones with comprehensive estate strategies designed for the 2026 financial landscape.

Created byJason Fleming
BeginnerUpdated Jan 4, 2026

What You'll Learn

  • check_circleImplement estate freezes via Section 85 and Section 86.
  • check_circleNavigate Tax on Split Income (TOSI) rules and exceptions.
  • check_circleCrystallize the Capital Gains Exemption for 2026.
  • check_circleIdentify Section 84.1 risks in family share transfers.
  • check_circleManage tax filings for Graduated Rate Estates (GREs).
  • check_circleAnalyze deemed dispositions and terminal tax returns.

About This Course

This webinar discusses estate planning, i.e., financial planning for death. While no one wants to think about death, it is essential to plan for it, so grieving family members have less problems and more cash. Saving tax, estate freezes and trusts are also discussed. There are lots of examples to help explain these important topics.

Features

This webinar covers estate planning and includes:

  • The will, life insurance and the Family Law Act
  • Probate fees and planning to reduce probate
  • Taxation at death, including the deemed disposition on death rules and the terminal income tax return
  • Estate freezes and using 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

1 activity • 2 videos • duration: 2h 38m

  • videocamPart 1
    Duration 84:12
  • videocamPart 2
    Duration 73:59
  • quizReview Questions

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
161 reviews
  • JF
    Jessie F.
    starstarstarstarstar

    The instructor was very knowledgeable and the material was well delivered.

  • GC
    Grace C.
    starstarstarstarstar

    This course is very helpful and has cleared up a lot of confusion around estate planning.

  • JJ
    Janet J.
    starstarstarstarstar

    Good overview of tax strategies, practical recommendations of when to use different strategies (cost/benefit) would add value.

  • RD
    Rebekah D.
    starstarstarstarstar

    A good refresher.

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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