Back to Search
Taxation

RIP - Estate Planning (In-Person)

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

Overview

Participants will develop practical estate-planning skills for owner-managers and high-net-worth clients, integrating tax considerations, trust usage, business-succession tools, and risk controls. Participants will apply concepts through fact-pattern analysis and a case study to design flexible plans, compare post-mortem alternatives, and communicate options with clarity.

Applicable for

  • Practitioners who identify and address estate-planning needs for owner-managers and high-net-worth individuals.  

Learning Objectives

  • Identify significant estate-planning issues for business owners and high-net-worth individuals and frame clear planning objectives. 
  • Analyze and compare post-mortem alternatives (e.g., pipeline, bump, loss-utilization) in fact-specific scenarios. 
  • Explain the role of trusts in estate planning, including key tax considerations and the need for flexibility. 
  • Evaluate the use of life insurance in estate and post-mortem strategies and articulate client-friendly recommendations. 
  • Recognize cross-border considerations at a high level, including U.S. estate and gift tax touchpoints. 

Content

  • Planning for the deemed disposition at death and aligning goals with family/business realities. 
  • Using trusts in estate planning: fundamentals, flexibility, and risk management. 
  • Post-mortem planning alternatives and decision frameworks. 
  • Life insurance in planning: roles, structures, and integration with corporate/shareholder contexts. 
  • Cross-border considerations: high-level U.S. estate and gift tax issues for Canadian clients. 
  • Case study: applying the planning process to a comprehensive fact pattern.  

Course Dates & Registration

Oct 28, 2026
9:00AM - 5:00PM
To Be Announced, Vancouver
Richard Myers
RICHARD MYERS, CPA, CA, CFP is a Tax and Estate Planner for Odlum Brown Financial Services Ltd, having previously worked as a Senior Tax manager for public practice accounting firms. He works primarily in domestic income tax and estate planning for private corporations and their shareholders, advising clients on personal, corporate, and trust income tax matters. Richard is a member of the Chartered Professional Accountants of BC, the Canadian Tax Foundation, and has completed all three levels of the Chartered Professional Accountants of Canada's In-Depth Tax Course.
Available
Register Now
Course Code: T63111A_VA
Oct 24, 2025
9:00AM - 5:00PM
Hyatt Regency, Vancouver
Ken Jiang
Ken Jiang is a partner in the Vancouver office of Thorsteinssons LLP. His practice focuses on domestic and international tax planning, with particular emphasis on cross-border corporate structuring, inbound and outbound investment, and residency planning. He also advises extensively on trust and estate planning, including domestic and international trust structures, estate freezes, and succession planning. He represents clients in complex tax disputes and helps them obtain relief under the Canada Revenue Agency's Voluntary Disclosures Program. Ken is the author and instructor of several courses offered by the Chartered Professional Accountants of British Columbia, and has published articles for Wolters Kluwer (CCH), Lexology, and the Canadian Tax Foundation. Fluent in Mandarin, Ken delivers legal services in both English and Chinese.
Ian Humphries
IAN HUMPHRIES is a partner at Thorsteinssons LLP, Canada’s largest law firm practicing exclusively in taxation. Ian’s practice focuses primarily on advising private Canadian corporations and their shareholders on income tax matters, including mergers and acquisitions, corporate reorganizations, succession planning, estate planning and tax planning with trusts. Additionally, Ian represents taxpayers in certain tax controversy matters, primarily at the audit and administrative appeals level.
Past
Course Code: T53111A_VA
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
$425
Members
$475
Non-Members
Eligible Hours
7
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
10
Credits
Prerequisites
Prerequisites
  • Experience in domestic estate planning and a solid understanding of testamentary tax rules (recommended). 
  • Completion of the following is recommended:  
    RIP – Estate and Testamentary Trust Returns. 
    RIP – Terminal Filing. 
Interested in similar content?
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

RIP - Estate Planning (In-Person)

DELIVERY FORMAT
In Person
SEMINAR TYPE
PD Seminar
You are currently viewing the description and registration page for the In Person delivery format. To view and register for other available formats, click on your selection below.
Other Available Formats
Online On-Demand
Course Details
Cost
$425
Members
$475
Non-Members
Eligible Hours
7
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
10
Credits
Prerequisites
Prerequisites
  • Experience in domestic estate planning and a solid understanding of testamentary tax rules (recommended). 
  • Completion of the following is recommended:  
    RIP – Estate and Testamentary Trust Returns. 
    RIP – Terminal Filing. 

Overview

Participants will develop practical estate-planning skills for owner-managers and high-net-worth clients, integrating tax considerations, trust usage, business-succession tools, and risk controls. Participants will apply concepts through fact-pattern analysis and a case study to design flexible plans, compare post-mortem alternatives, and communicate options with clarity.

Applicable for

  • Practitioners who identify and address estate-planning needs for owner-managers and high-net-worth individuals.  

Learning Objectives

  • Identify significant estate-planning issues for business owners and high-net-worth individuals and frame clear planning objectives. 
  • Analyze and compare post-mortem alternatives (e.g., pipeline, bump, loss-utilization) in fact-specific scenarios. 
  • Explain the role of trusts in estate planning, including key tax considerations and the need for flexibility. 
  • Evaluate the use of life insurance in estate and post-mortem strategies and articulate client-friendly recommendations. 
  • Recognize cross-border considerations at a high level, including U.S. estate and gift tax touchpoints. 

Content

  • Planning for the deemed disposition at death and aligning goals with family/business realities. 
  • Using trusts in estate planning: fundamentals, flexibility, and risk management. 
  • Post-mortem planning alternatives and decision frameworks. 
  • Life insurance in planning: roles, structures, and integration with corporate/shareholder contexts. 
  • Cross-border considerations: high-level U.S. estate and gift tax issues for Canadian clients. 
  • Case study: applying the planning process to a comprehensive fact pattern.  

Course Dates & Registration

Oct 28, 2026
9:00AM - 5:00PM
To Be Announced, Vancouver
Richard Myers
RICHARD MYERS, CPA, CA, CFP is a Tax and Estate Planner for Odlum Brown Financial Services Ltd, having previously worked as a Senior Tax manager for public practice accounting firms. He works primarily in domestic income tax and estate planning for private corporations and their shareholders, advising clients on personal, corporate, and trust income tax matters. Richard is a member of the Chartered Professional Accountants of BC, the Canadian Tax Foundation, and has completed all three levels of the Chartered Professional Accountants of Canada's In-Depth Tax Course.
Available
Register Now
Course Code: T63111A_VA
Oct 24, 2025
9:00AM - 5:00PM
Hyatt Regency, Vancouver
Ken Jiang
Ken Jiang is a partner in the Vancouver office of Thorsteinssons LLP. His practice focuses on domestic and international tax planning, with particular emphasis on cross-border corporate structuring, inbound and outbound investment, and residency planning. He also advises extensively on trust and estate planning, including domestic and international trust structures, estate freezes, and succession planning. He represents clients in complex tax disputes and helps them obtain relief under the Canada Revenue Agency's Voluntary Disclosures Program. Ken is the author and instructor of several courses offered by the Chartered Professional Accountants of British Columbia, and has published articles for Wolters Kluwer (CCH), Lexology, and the Canadian Tax Foundation. Fluent in Mandarin, Ken delivers legal services in both English and Chinese.
Ian Humphries
IAN HUMPHRIES is a partner at Thorsteinssons LLP, Canada’s largest law firm practicing exclusively in taxation. Ian’s practice focuses primarily on advising private Canadian corporations and their shareholders on income tax matters, including mergers and acquisitions, corporate reorganizations, succession planning, estate planning and tax planning with trusts. Additionally, Ian represents taxpayers in certain tax controversy matters, primarily at the audit and administrative appeals level.
Past
Course Code: T53111A_VA
Interested in similar content?
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