Accountants spend most of their professional lives planning for one event or another: their career, their families, their taxes, and, of course, other peoples’ taxes. However, few professionals have thoroughly considered the aspect of estate planning and the tax implications associated with the various options or alternative courses of action that may be implemented.

This seminar provides a detailed review of important estate planning matters for practitioners who deal with owner-managers or clients with a high net worth. Specifically, you will gain enhanced estate planning skills, an introduction to important tax and estate planning concepts, useful tips, and an updated reference source. You will develop a working understanding of how to initiate and undertake effective estate planning for clients. The seminar emphasizes the maintenance of flexibility in the estate plan while managing estate planning risk.

This course incudes enhanced estate planning skills for the non-specialist practitioner, an introduction of important tax and estate planning concepts, and useful tips and an up-to-date reference source. Participants will develop a working understanding of how to initiate and undertake effective estate planning for clients. An important area of the seminar is to maintain flexibility in the estate plan while managing estate planning risk.

The seminar will provide a detailed review of important estate planning matters for practitioners who deal with owner-manager or high net worth clients.

• Identify significant issues relating to estate planning and the use of trusts
• Analyze post-mortem planning alternatives in the context of fact-specific scenarios
• Explain the use of life insurance in estate and post-mortem planning
• Identify U.S. estate and gift tax issues

• Planning for the deemed disposition at death
• Planning and using trusts
• Post-mortem planning
• The use of life insurance in planning
• A U.S. estate (and gift) tax review
• The preparation and discussion of practical examples through a case study

Course Content Created: October 2025

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About This Product

On-Demand Courses by CPA PRO are either video recordings from live seminars, or video recordings produced specifically for the on-demand audience. Slides and any corresponding handout materials are included where available.These titles are eligible for Verifiable CPD Hours – in order to claim these hours as verifiable, you will be required to successfully complete a short quiz. You will be able to print or save your electronic certificate of completion.

Note that some courses comprise both formal instruction and self-directed exercises. In such cases, participants must complete both components to claim full CPD hours, or must reduce their reported CPD hours accordingly.

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

How to get started

Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.