Event Details
Title : Estate Planning
Date : November 10th, 2009
Time: 12:30 PM ET
Estate planning can be defined as the process of accumulating, managing and disposing of assets to maximize the goals of the owner. This involves elements of wealth and risk management, legal protections and tax efficiencies.
Who needs estate planning? Everyone does. Some of the important goals of estate planning include:
- providing the safest personal and financial environment for the owner and his or her family;
- paying the least amount of tax;
- avoiding or minimizing the probate process; and
- ensuring the greatest amount of the estate passes to the intended beneficiaries.
In this webinar, authors of the Estate Planning Toolkit for Business Owners published by the CICA will present some of the fundamental aspects of estate planning to help business owners balance the "hard" financial and tax goals with the "soft" family and personal issues. This webinar will provide a good introduction to the topic for CAs who own their own business or who are considering assisting clients with succession planning. The content will not be overly technical and CAs are welcome to invite clients to attend this webinar. CAs successfully completing the quiz following the webinar can also earn CPD credit.
Specific topics covered in the webinar will include:
- Using inheritance trusts to reduce beneficiary tax through income splitting
- Creative use of an estate freeze with a family trust
- Identifying probate avoidance techniques - and red flagging techniques to avoid!
The Estate Planning Toolkit for Business Owners
Written in clear, easy-to-understand language, The Estate Planning Toolkit for Business Owners is designed to help Canadian business owners build a successful estate plan and access the many estate planning alternatives, services and solutions available in the formal marketplace.
Click here to purchase The Estate Planning Toolkit for Business Owners and get a special discount by entering the Promo Code: WEB453030. This offer ends November 24, 2009.
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The link to the CPD Quiz will be available for download, under "Resources" after the live session.
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