Lesson 1
- Introduction
- Assessing Family Needs, Priorities, And Estate Planning Goals
- Approaching The Estate Planning Issue
- Dying Intestate: The Government's Solution
- The Will
- Why a Will is Drawn Up
- Formats of a Will
- The Basic Clauses of a Will
- Special Clauses in the Will
- Appointing Guardians for Minor Beneficiaries
- The Common Disaster Clause
- Per Stirpes Versus Per Capita
- Restrictions on Testamentary Freedom
- Amending or Replacing a Will
- Assets Covered by a Will and Assets Outside of the Estate
- Reviewing the Will to Ensure it Meets the Client's Needs
- Probate Procedures to Validate a Will
Lesson 2
- The Executor
- Selection of the Executor
- The Wealth Manager as an Executor
- Corporate Executor
- Powers of Executor
- The Legal List of Allowable Investments
- Prudent Investor Standard of Care
- Executor Compensation
- Tax Minimization and Deferral Prior to Death
- Disposition of Capital Property Prior to Death
- Transfer of a Capital Property to a Spouse/Spousal Trust
- Transferring Capital Property to a Corporation
- Estate Freezing
- The Basic Objectives of Estate Freezing
- The Use of Holding Companies and Inter Vivos (Living) Trusts
- Risks of Estate Freezing
- Partnership Income
- Death Taxes
Lesson 3
- Estimating the Client's Final Tax Liability
- Techniques to Defer or Reduce Taxes
- Transfer of Property to a Surviving Spouse
- Naming a Spouse as Beneficiary on RRSPs or RRIFs
- Naming Financially Dependent Children as Beneficiaries
- RRSPs on Marriage Breakdown and Death
- Applying Unused Capital Losses
- Life Insurance
- Spending More Before Death
- Farm Properties
- Falling Market Values after Death
- Filing Income Tax Returns at Death
- Rights or Things
- Tax Return for a Deceased Proprietor or Partner
- Income Beneficiary of a Testamentary Trust
- Allowances for Capital Losses
- Charitable Gifts
- Rules Regarding Charitable Donations
- Building the Estate Planning Team
- The Family
- The Lawyer
- The Accountant
- The Business Valuator
- Estate Appraiser
- Funeral Director
- The Gift Planner
- The Grief Counselor
| QUIZ FORMAT | |
|---|---|
| Quiz Format | Online |
| Question Format | Multiple Choice |
| Questions Per Quiz | 20 |
| Passing Grade | 60%* |
| Attempts Allowed | Unlimited* |
| ENROLMENT PERIOD | |
|---|---|
| Enrolment Period | 6 months |
* IMPORTANT: There is no maximum to the number of quiz attempts permitted, but only the first passing grade (60% or over) will appear on official web transcript.
Continuing Education (CE) Credits
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National/Provincial (Excluding Quebec)
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Quebec (IQPF/CSF)
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