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Taxation

Probate Fee Avoidance Planning (Live Webinar)

DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
You are currently viewing the description and registration page for the Online Virtual delivery format. To view and register for other available formats, click on your selection below.
Other Available Formats
Online On-Demand

Overview

Even though British Columbia probate fees are relatively low, their existence seems to motivate clients to develop complex estate plans in order to avoid them.

 

ADVISORY

This session is scheduled to be recorded and made available for sale as part of our PD On-demand inventory. The recording will focus solely on the instructor's video and discussions that do not pertain directly to the course content will be edited out.

Course Description

The seminar will review the fundamentals of when and why probate is required and what property is subject to the process. The seminar will also examine the various strategies that can be employed to avoid probate fees. Each probate fee avoidance strategy will be discussed in the context of achieving other common estate planning goals, so that the participants will learn how the individual strategies compliment or hinder the achievement of those other goals.

Applicable for

Those who advise clients or are asked by clients about probate and probate fee avoidance.

Content

  • what is probate and when is it required
  • what property is subject to probate fees
  • probate fee rates
  • planning opportunities to avoid probate fees
  • designation of beneficiaries
  • joint tenancy
  • inter vivos gifting
  • use of inter vivos trusts
  • multiple wills

Course Dates & Registration

Feb 23, 2027
9:00AM - 11:00AM
Online Virtual
Genevieve Taylor
GENEVIEVE TAYLOR, LL.B., is a principal of Legacy Tax + Trust Lawyers. Genevieve’s practice includes all aspects of trust and estate planning and administration including crafting estate plans, preparing applications for representation grants and advising executors, trustees and beneficiaries in contentious and non-contentious matters. Genevieve is a frequent speaker and author in her areas of practice. She is a member and past Chair of the Vancouver Wills and Trusts Subsection of the Canadian Bar Association and a member of the Society of Trust and Estate Practitioners. She was an adjunct professor at the Allard School of Law at the University of British Columbia from 2017 until the spring of 2019.
Laura Peach
Laura Peach assists clients with estate and trust administration, estate planning and corporate succession planning. Laura also practices tax law and is a former governor of the Canadian Tax Foundation. She has a keen interest in assisting executors and trustees with tax issues that arise in estate and trust administration. In her estate planning practice, Laura designs tax-effective estate plans that are tailored to each client’s unique family circumstances and business goals. Laura completed the STEP Diploma for Canada in 2021, achieving the highest diploma program average for that year.
Available
Register Now
Course Code: T61070A_OL
Feb 17, 2026
9:00AM - 11:00AM
Online Virtual
Genevieve Taylor
GENEVIEVE TAYLOR, LL.B., is a principal of Legacy Tax + Trust Lawyers. Genevieve’s practice includes all aspects of trust and estate planning and administration including crafting estate plans, preparing applications for representation grants and advising executors, trustees and beneficiaries in contentious and non-contentious matters. Genevieve is a frequent speaker and author in her areas of practice. She is a member and past Chair of the Vancouver Wills and Trusts Subsection of the Canadian Bar Association and a member of the Society of Trust and Estate Practitioners. She was an adjunct professor at the Allard School of Law at the University of British Columbia from 2017 until the spring of 2019.
Laura Peach
Laura Peach assists clients with estate and trust administration, estate planning and corporate succession planning. Laura also practices tax law and is a former governor of the Canadian Tax Foundation. She has a keen interest in assisting executors and trustees with tax issues that arise in estate and trust administration. In her estate planning practice, Laura designs tax-effective estate plans that are tailored to each client’s unique family circumstances and business goals. Laura completed the STEP Diploma for Canada in 2021, achieving the highest diploma program average for that year.
Past
Course Code: T51070A_OL
Jan 28, 2025
8:30AM - 10:30AM
Online Virtual
Genevieve Taylor
GENEVIEVE TAYLOR, LL.B., is a principal of Legacy Tax + Trust Lawyers. Genevieve’s practice includes all aspects of trust and estate planning and administration including crafting estate plans, preparing applications for representation grants and advising executors, trustees and beneficiaries in contentious and non-contentious matters. Genevieve is a frequent speaker and author in her areas of practice. She is a member and past Chair of the Vancouver Wills and Trusts Subsection of the Canadian Bar Association and a member of the Society of Trust and Estate Practitioners. She was an adjunct professor at the Allard School of Law at the University of British Columbia from 2017 until the spring of 2019.
Laura Peach
Laura Peach assists clients with estate and trust administration, estate planning and corporate succession planning. Laura also practices tax law and is a former governor of the Canadian Tax Foundation. She has a keen interest in assisting executors and trustees with tax issues that arise in estate and trust administration. In her estate planning practice, Laura designs tax-effective estate plans that are tailored to each client’s unique family circumstances and business goals. Laura completed the STEP Diploma for Canada in 2021, achieving the highest diploma program average for that year.
Past
Course Code: T41070A_OL

Improving Your Virtual Learning Experience

Live webinars have varying levels of expected interaction, with some requiring microphone and camera capabilities to support a proper learning experience – please email pdreg@bccpa.ca if you have concerns. 

In general, we encourage participants to have their cameras turned on to enhance their virtual learning experience. This practice promotes a stronger connection with the instructor and fellow participants, and fosters improved communication and collaboration.

Live Webinar FAQs can be found here.  

 

Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department. 

Highly recommended for anyone looking to understand the probate process for themselves, family or clients.
Great value in 2 hours.
Excellent!
Level up with CPA PRO. Designed by the CPA profession for CPAs, these courses help you adapt to industry changes and advance your career with the latest industry content delivered in a way that works
PLDP Wordmark
Course Details
Cost
$120
Members
$130
Non-Members
Eligible Hours
2
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
3
Credits
Prerequisites
Prerequisites
Not applicable
Credit Card Fee

Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.

Taxation

Probate Fee Avoidance Planning (Live Webinar)

DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
You are currently viewing the description and registration page for the Online Virtual delivery format. To view and register for other available formats, click on your selection below.
Other Available Formats
Online On-Demand
Course Details
Cost
$120
Members
$130
Non-Members
Eligible Hours
2
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
3
Credits
Prerequisites
Prerequisites
Not applicable

Overview

Even though British Columbia probate fees are relatively low, their existence seems to motivate clients to develop complex estate plans in order to avoid them.

 

ADVISORY

This session is scheduled to be recorded and made available for sale as part of our PD On-demand inventory. The recording will focus solely on the instructor's video and discussions that do not pertain directly to the course content will be edited out.

Course Description

The seminar will review the fundamentals of when and why probate is required and what property is subject to the process. The seminar will also examine the various strategies that can be employed to avoid probate fees. Each probate fee avoidance strategy will be discussed in the context of achieving other common estate planning goals, so that the participants will learn how the individual strategies compliment or hinder the achievement of those other goals.

Applicable for

Those who advise clients or are asked by clients about probate and probate fee avoidance.

Content

  • what is probate and when is it required
  • what property is subject to probate fees
  • probate fee rates
  • planning opportunities to avoid probate fees
  • designation of beneficiaries
  • joint tenancy
  • inter vivos gifting
  • use of inter vivos trusts
  • multiple wills

Course Dates & Registration

Feb 23, 2027
9:00AM - 11:00AM
Online Virtual
Genevieve Taylor
GENEVIEVE TAYLOR, LL.B., is a principal of Legacy Tax + Trust Lawyers. Genevieve’s practice includes all aspects of trust and estate planning and administration including crafting estate plans, preparing applications for representation grants and advising executors, trustees and beneficiaries in contentious and non-contentious matters. Genevieve is a frequent speaker and author in her areas of practice. She is a member and past Chair of the Vancouver Wills and Trusts Subsection of the Canadian Bar Association and a member of the Society of Trust and Estate Practitioners. She was an adjunct professor at the Allard School of Law at the University of British Columbia from 2017 until the spring of 2019.
Laura Peach
Laura Peach assists clients with estate and trust administration, estate planning and corporate succession planning. Laura also practices tax law and is a former governor of the Canadian Tax Foundation. She has a keen interest in assisting executors and trustees with tax issues that arise in estate and trust administration. In her estate planning practice, Laura designs tax-effective estate plans that are tailored to each client’s unique family circumstances and business goals. Laura completed the STEP Diploma for Canada in 2021, achieving the highest diploma program average for that year.
Available
Register Now
Course Code: T61070A_OL
Feb 17, 2026
9:00AM - 11:00AM
Online Virtual
Genevieve Taylor
GENEVIEVE TAYLOR, LL.B., is a principal of Legacy Tax + Trust Lawyers. Genevieve’s practice includes all aspects of trust and estate planning and administration including crafting estate plans, preparing applications for representation grants and advising executors, trustees and beneficiaries in contentious and non-contentious matters. Genevieve is a frequent speaker and author in her areas of practice. She is a member and past Chair of the Vancouver Wills and Trusts Subsection of the Canadian Bar Association and a member of the Society of Trust and Estate Practitioners. She was an adjunct professor at the Allard School of Law at the University of British Columbia from 2017 until the spring of 2019.
Laura Peach
Laura Peach assists clients with estate and trust administration, estate planning and corporate succession planning. Laura also practices tax law and is a former governor of the Canadian Tax Foundation. She has a keen interest in assisting executors and trustees with tax issues that arise in estate and trust administration. In her estate planning practice, Laura designs tax-effective estate plans that are tailored to each client’s unique family circumstances and business goals. Laura completed the STEP Diploma for Canada in 2021, achieving the highest diploma program average for that year.
Past
Course Code: T51070A_OL
Jan 28, 2025
8:30AM - 10:30AM
Online Virtual
Genevieve Taylor
GENEVIEVE TAYLOR, LL.B., is a principal of Legacy Tax + Trust Lawyers. Genevieve’s practice includes all aspects of trust and estate planning and administration including crafting estate plans, preparing applications for representation grants and advising executors, trustees and beneficiaries in contentious and non-contentious matters. Genevieve is a frequent speaker and author in her areas of practice. She is a member and past Chair of the Vancouver Wills and Trusts Subsection of the Canadian Bar Association and a member of the Society of Trust and Estate Practitioners. She was an adjunct professor at the Allard School of Law at the University of British Columbia from 2017 until the spring of 2019.
Laura Peach
Laura Peach assists clients with estate and trust administration, estate planning and corporate succession planning. Laura also practices tax law and is a former governor of the Canadian Tax Foundation. She has a keen interest in assisting executors and trustees with tax issues that arise in estate and trust administration. In her estate planning practice, Laura designs tax-effective estate plans that are tailored to each client’s unique family circumstances and business goals. Laura completed the STEP Diploma for Canada in 2021, achieving the highest diploma program average for that year.
Past
Course Code: T41070A_OL

Improving Your Virtual Learning Experience

Live webinars have varying levels of expected interaction, with some requiring microphone and camera capabilities to support a proper learning experience – please email pdreg@bccpa.ca if you have concerns. 

In general, we encourage participants to have their cameras turned on to enhance their virtual learning experience. This practice promotes a stronger connection with the instructor and fellow participants, and fosters improved communication and collaboration.

Live Webinar FAQs can be found here.  

 

Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department. 

Highly recommended for anyone looking to understand the probate process for themselves, family or clients.
Great value in 2 hours.
Excellent!
Credit Card Fee

Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.

Level up with CPA PRO. Designed by the CPA profession for CPAs, these courses help you adapt to industry changes and advance your career with the latest industry content delivered in a way that works
PLDP Wordmark