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Courses/Law/Will and Estate Law

Advanced Estate Planning for Cross-Border Investments

Master the complexities of cross-border estate planning for Canadian investments

Created byAurora Legal Training Institute
4.1
(44 reviews)
BeginnerUpdated Dec 20, 2024
Advanced Estate Planning for Cross-Border Investments

What You'll Learn

check_circleInterpret the U.S.-Canadian Death Tax Convention
check_circleCalculate credits under the Convention and Internal Revenue Code
check_circleNavigate provincial succession duties in Canada
check_circleApply situs rules for various types of property
check_circleDevelop strategies to minimize overall estate tax burden
check_circleDraft wills to optimize cross-border estate planning

About This Course

Dive deep into the intricacies of estate planning for U.S. investors holding Canadian securities. Explore the U.S.-Canadian Death Tax Convention; analyze credit allowances under both the Convention and Internal Revenue Code; understand provincial succession duties; and learn effective estate planning techniques. 

Your Instructor

Aurora Legal Training Institute
Aurora Legal Training Institute
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star437 reviews

Aurora Legal Training Institute is dedicated to empowering Canadian lawyers with cutting-edge CLE courses tailored to meet the demands of modern legal practice. From mastering litigation techniques and corporate law to navigating ethics and emerging fields like AI in law, Aurora’s programs blend theoretical expertise with actionable insights. Our instructors are seasoned professionals committed to providing real-world strategies that enhance your legal practice and professional growth.

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

What Students Are Saying

4.1
Student's Choice
44 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.