Dates and location
Hours
Dates and location
Hours
Description
This course provides an overview of the fundamentals of estate planning, focusing on the core concepts and documents that form a basic estate plan. Participants will learn about key estate principles such as testate and intestate distribution, as well as essential documents including wills, powers of attorney, and guardianship arrangements, along with the roles of various individuals involved in the estate process.
The course also explores more advanced considerations, including issues related to business interests, irrevocable trusts, professional entities, environmental concerns, and the growing importance of digital assets. By the end of the course, learners will have a well-rounded understanding of how to structure an estate plan and address both foundational and more complex planning challenges.
Topics Include:
- Basic Estate Concepts
- Basic Estate Documents
- Advanced Issues
Key Takeaways
After completing this course, the learner should be able to:
- Identify what documents make up a basic estate plan.
- Describe the players in an estate and their roles.
- Explain the issues around business interests and digital assets.
Who Will Benefit
This course is ideal for accounting professionals, financial advisors, and individuals involved in estate planning or client advisory services. It benefits them by providing a clear understanding of estate planning fundamentals and equipping them to effectively address both basic and complex planning considerations, including business interests and digital assets.
Disclaimer
Most of CPA Ontario's 450+ on-demand courses are compatible with the mobile app. Unfortunately, this on demand course is not compatible. For the best learning experience, we suggest you use your computer.
How to Access the Course
To access the course on your computer please visit our BlackBoard site, and log-in using the same login and password used for the Registration Portal.
Please allow up to 15 minutes after registration for the course to appear on your BlackBoard page.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Becker has been the partner accountants trust with their professional education for more than 60 years. Our team of expert instructors draws on decades of real-world experience to deliver comprehensive coursework that translate concepts into real-life examples. Becker has prepared people from more than 2,900 accounting firms, alliances, corporations, government agencies and universities.