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Taxation

Probate Fee Avoidance Planning (On-Demand - CPABC)

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

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.

 
Access expires 180 days from purchase date

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 Content Created: February 2026

The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.

Presenters

Laura Peach, LL.B
Genevieve Taylor, LL.B

 

About This Product

CPABC On-Demand Courses offer self-paced learning through recorded sessions from previously delivered live seminars. Where available, accompanying materials such as handouts or course notes are included. On-demand courses are eligible for verifiable CPD hours upon successful completion, and a certificate will be made available for download for your records.

Please note that not all on-demand courses include downloadable materials such as handouts, course notes or presentation slides.

How to get started

After completing your purchase, go to mylms.bccpa.ca. Log in using your CPABC Online Services credentials. Click Go to Your Courses and Materials to access your Learning Center. Select your course title to begin.

Course Dates & Registration

Available on-demand. 180-day access from purchase date.
Available
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
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
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Course Details
Cost
$120
Members
$130
Non-Members
Eligible Hours
2
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
3
Credits
Special Notes
Access to all paid on-demand learning courses will be for 180 days from the date of purchase. Please disregard any reference to the dates of either August 31 or March 31 which is for internal purposes only.

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 (On-Demand - CPABC)

DELIVERY FORMAT
Online On-Demand
SEMINAR TYPE
PD Seminar
You are currently viewing the description and registration page for the Online On-Demand delivery format. To view and register for other available formats, click on your selection below.
Other Available Formats
Course Details
Cost
$120
Members
$130
Non-Members
Eligible Hours
2
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
3
Credits

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.

 
Access expires 180 days from purchase date

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 Content Created: February 2026

The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.

Presenters

Laura Peach, LL.B
Genevieve Taylor, LL.B

 

About This Product

CPABC On-Demand Courses offer self-paced learning through recorded sessions from previously delivered live seminars. Where available, accompanying materials such as handouts or course notes are included. On-demand courses are eligible for verifiable CPD hours upon successful completion, and a certificate will be made available for download for your records.

Please note that not all on-demand courses include downloadable materials such as handouts, course notes or presentation slides.

How to get started

After completing your purchase, go to mylms.bccpa.ca. Log in using your CPABC Online Services credentials. Click Go to Your Courses and Materials to access your Learning Center. Select your course title to begin.

Course Dates & Registration

Available on-demand. 180-day access from purchase date.
Available
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Available on-demand. 180-day access from purchase date.
Past
Special Notes
Access to all paid on-demand learning courses will be for 180 days from the date of purchase. Please disregard any reference to the dates of either August 31 or March 31 which is for internal purposes only.

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