Special Edition Webinar - Death and Taxes - November 2021
This webinar will provide an overview of the importance of estate planning from a tax and legal perspective, as well as items to consider in discussions with clients. After purchasing property or investing in a new business venture many people often overlook the importance of estate planning. A will, although often considered a simple document, is extremely important and makes administering an estate much easier. At a time when the family is grieving, dealing with their loved ones estate can be daunting
Description
This Death and Taxes Webinar Will Cover:
An overview of the various taxing events that occur on death
- The role of a will
- How to contest a will
- The role a trust plays in estate administration
- Importance of a Statement of Wishes for a trust
- The Probate process
- What roll-over relief is available and when they do and do not apply
- Some common issues to be aware of
CPD Hours and Recordings
90 minutes - 1.5 CPD hours