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Courses/Tax/Estate Taxation *

Estate Planning and Trusts 2025

Essential Strategies for Tax Savings, Estate Freezes, and Trust Management.

Created byJason Fleming
4.9
(415 reviews)
BeginnerUpdated Feb 5, 2025
Estate Planning and Trusts 2025

What You'll Learn

check_circleUnderstand the role of wills, life insurance, and the Family Law Act in estate planning.
check_circleLearn strategies to minimize probate fees and manage taxation at death.
check_circleExplore estate freezes and techniques to avoid tax using sections 85 and 86.
check_circleGain insights into trust taxation, income allocation, and the 21-year deemed disposition rule.

About This Course

This webinar provides a comprehensive discussion on estate planning, which focuses on planning for death. While no one likes to think about it, effective estate planning is crucial to reduce burdens on grieving family members and ensure they are left with fewer complications and more financial security. Key topics such as tax savings, estate freezes, and trusts are thoroughly explored, with numerous examples provided to clarify these important concepts.

This webinar covers key aspects of estate planning, including:

  • The will, life insurance, and the Family Law Act
  • Probate fees and strategies to reduce them
  • Taxation at death, including the deemed disposition on death rules and the terminal income tax return
  • Estate freezes, utilizing section 85 and section 86 to avoid tax
  • Crystallizing your capital gains exemption and avoiding section 84.1
  • The taxation of trusts, including residence, allocating trust income, graduated rate estates, and the 21-year deemed disposition rule

Your Instructor

Jason Fleming
Jason Fleming

CPA, CA, M.Acc

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star4,641 reviews

Jason Fleming is a Chartered Professional Accountant (CPA), Chartered Accountant (CA) with a master’s degree in accounting. Jason is an associate professor, teaching stream, at York University, previously he was a tax manager at a Big-4 accounting firm in Toronto. Jason completed the CICA’s In-Depth tax course, ranked 8th in Ontario on the UFE (the CA professional exam) and taught tax week at the ICAO's Summer School. Jason is the author of CFE Tax, 9th edition, CFE Case Writing, 3rd edition and various tax articles.

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

4.9
Student's Choice
415 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.