Dates and location
Hours
Dates and location
Hours
Description
This event is scheduled and hosted for CPA Halton-Peel, Waterloo-Wellington assigned members ONLY.
Gain a comprehensive understanding of how a dual will structure in Ontario works and who it will benefit. Audience directed workshop on common pitfalls and tips for estate planning in Ontario. Robust question & answer period.
Key Takeaways
- Pitfalls of beneficiary designations
- Why dual wills per person are beneficial if you live in Ontario
- Wise structuring of your estate executor(s)
- How do I deal with assets I might own outside of Ontario?
- Creative ideas for giving to charities in your will
- Tips and traps regarding the Power of Attorney for Property
- Tips and traps regarding the Power of Attorney for Personal Care
Who Will Benefit
CPAs who need a will or want to update their wills and for those advising clients with transitioning owner/operated businesses and real estate holdings. Assumes foundational knowledge of Canadian tax and basic knowledge of registered accounts.
How to Access the Course
An email reminder of this event will be sent out 24 hours prior to the event. If you have not yet received the reminder 4 hours prior to the event, please do not hesitate to reach out. Please check your Junk and Spam folders and ensure membernetwork@cpaontario.ca has been added to your safe addresses.
Speaker(s)
| SPEAKER | |
|---|---|
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Jim Kibble, BBA, CPA, CA, TEP, CEA |
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Alex Witmer, BBA, CPA, CA Alexandra Drummond-Witmer (Alex) is a Chartered Professional Accountant and consultant at Ontario Estate Consulting Solutions Inc. (OECSI). She has broad work experience, ranging from traditional audit to consumer insolvency.She joined Jim Kibble at OECSI in 2025 and now educates and coaches clients on developing their unique and custom estate plans including their Wills and Power of Attorney documents. |
