Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
Accountants spend most of their professional lives planning for one event or another: their career, their families, their taxes, and, of course, other peoples’ taxes. However, few professionals have thoroughly considered the aspect of estate planning and the tax implications associated with the various options or alternative courses of action that may be implemented.
This seminar provides a detailed review of important estate planning matters for practitioners who deal with owner-managers or clients with a high net worth. Specifically, you will gain enhanced estate planning skills, an introduction to important tax and estate planning concepts, useful tips, and an updated reference source. You will develop a working understanding of how to initiate and undertake effective estate planning for clients. The seminar emphasizes the maintenance of flexibility in the estate plan while managing estate planning risk.
This course incudes enhanced estate planning skills for the non-specialist practitioner, an introduction of important tax and estate planning concepts, and useful tips and an up-to-date reference source. Participants will develop a working understanding of how to initiate and undertake effective estate planning for clients. An important area of the seminar is to maintain flexibility in the estate plan while managing estate planning risk.
The seminar will provide a detailed review of important estate planning matters for practitioners who deal with owner-manager or high net worth clients.
Topics Include:
- Planning for the deemed disposition at death
- Planning and using trusts
- Post-mortem planning
- The use of life insurance in planning
- A U.S. estate (and gift) tax review
- The preparation and discussion of practical examples through a case study
NOTE: This course description has been revised and reflects updates for 2025. If you have any questions, please contact pdevents@cpaontario.ca.
Schedule
- December 18, 2025, 8:30 a.m. - 12:30 p.m.
- December 19, 2025, 8:30 a.m. - 12:30 p.m.
Key Takeaways
By the end of this course, participants should be able to:
- Identify significant issues relating to estate planning and the use of trusts.
- Analyze post-mortem planning alternatives in the context of fact-specific scenarios.
- Explain the use of life insurance in estate and post-mortem planning.
- Identify U.S. estate and gift tax issues.
Who Will Benefit
Participants should have experience in the area of domestic estate planning and a good understanding of the testamentary tax rules. Suggested prerequisite seminars are RIP: Estate and Testamentary Trust Returns and RIP: Terminal Filing.
Prerequisite(s)
Practitioners who want to identify and address estate planning needs for the owner-manager, or high net worth individual.
How to Access the Course
This course is a live webinar. You must attend the live course to receive verifiable CPD hours. We recommend you join five minutes prior to the scheduled starting time. To get the full experience of this interactive course, use a computer that has video and microphone capabilities.
Electronic material can be accessed one week prior to the course and should be downloaded in advance.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Milan Legris, LL.B., LL.M, TEP, is a tax and estate planning lawyer in Ancaster, ON. Milan restricts his work to consulting with other professional advisors for high-net worth individuals, senior executives and key employees, as well as owner-managers and their families. Milan was called to the Ontario bar in 1986 and is also an advisor and author of reference materials on taxation for the Law Society of Ontario’s (LSO) Professional Development and Competence Department. Milan was a lecturer and instructor for the LSO’s Bar Admission Course on taxation.