RIP - Estate Planning (On-Demand - CPA PRO)
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.
Access expires 180 days from purchase date |
Course Description
Applicable for
Learning Objectives
By the end of this course, participants should be able to:
- 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
Topics include:
- 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 Content Created: October 2025
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 While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur.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.Presenter
Jennifer Reid, CPA, CGA, TEPAbout 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. 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.
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
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
- 7
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 10
- Credits
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.
RIP - Estate Planning (On-Demand - CPA PRO)
- 7
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 10
- Credits
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.
Access expires 180 days from purchase date |
Course Description
Applicable for
Learning Objectives
By the end of this course, participants should be able to:
- 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
Topics include:
- 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 Content Created: October 2025
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.Presenter
Jennifer Reid, CPA, CGA, TEPAbout 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. 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.
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
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
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.