Course Outline
 

Course Title

  

Effective Estate Planning: Reducing Taxes and Fees

Course Category

    Online
Target Audience  

Financial Advisors

Continuing Education

  

Advocis (formerly CAIFA & CAFP) (Approval number: CE3607)
IQPF (Approval number: IQPF01-04-0007 - Level 2)
Life Insurance Council of Manitoba
Insurance Councils of Saskatchewan
Chambre de la Sécurité Financière
CMA - Continuous Professional Learning and Development (CPLD)
IDA - Professional Development (CPD)
CA - Continous Professional Development (CPD)

Prerequistes

   None
Objectives   Reducing tax and probate fees are critical issues in estate planning and management. This course provides proven strategies for reducing and deferring taxation and probate fees on estates. Topics include gifting assets and charitable donations, managing RRSPs and RRIFs, reducing probate fees and establishing testamentary trusts.
Subject by level  

Topics    
Duration   3 credit hours
Time to comple the course  
Date  
Clode this window