Skip to main content
by learnformula
search
For Business
Team license & compliance management
For Higher Education
Academic partnerships
For Government Agencies
Government training solutions
For Instructors & Course Creators
Teach on our marketplace
Become a Sponsor
Reach professionals where they learn
Log inStart 7-Day Free TrialStart Free TrialStart Free Trial
search
Courses/Tax/Estate Taxation *

Estate Planning and Trusts 2025

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

Created byJason Fleming
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

menu_book20 courses
star5,190 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

What Students Are Saying

4.9
Student's Choice
434 reviews

Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 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.

You May Also Like

Law: Technology Training

AI in Your Law Firm: What Works, What Doesn’t, and Why

star4.9(34)
1 CPD hr
Tax: Estate Taxation *

Estate Planning: Financial Planning for Death 2026

star4.9(139)
2.5 CPD hrs
Law: Mental Health/Wellness

Ending the Stigma: Mental Health in Law

star5.0(26)
1 CPD hr