RIP - Estate and Testamentary Trust Returns (On-Demand - CPA PRO)
Overview
This seminar provides a review of the issues faced when preparing estate and relevant (other) testamentary trust filings for deceased taxpayers.
Access expires 180 days from purchase date |
Course Description
Applicable for
Learning Objectives
- Establish a plan for approaching estate and testamentary trust filing assignments
- Identify and address tax compliance and planning matters associated with establishing a testamentary trust, as well as the subsequent distribution of property from it
- Identify the implications of death on the deceased’s estate (including an understanding of the concept of a graduated rate estate)
- Identify and address compliance matters related to distributions from the estate and the various forms of post-distribution trusts
- Identify the various types of life-interest trusts and the compliance matters that arise as a result of the death of a settlor or beneficiary thereof
- Engage in estate accounting
- Identify GST/HST issues that arise in the context of estates and testamentary trusts
Content
- Engagement management
- Tax compliance for the establishment of a testamentary trust
- The identification of issues that have implications on the death of a taxpayer
- Compliance issues related to the graduate rate estate (GRE) of the deceased
- Compliance matters with respect to distributions from the estate and the establishment of post-distribution testamentary trusts
- The identification of issues relating to life interest trusts and related compliance matters
- Other compliance considerations including, clearance certificates, VDP, taxpayer relief (former fairness), executor/trustee compensation/fees
- Estate accounting
- Identification of GST/HST matters
Course Content Created: August 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 While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur.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
Milan Legris, LL.B., LL.M, 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. 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.
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 and Testamentary Trust Returns (On-Demand - CPA PRO)
- 7
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 10
- Credits
Overview
This seminar provides a review of the issues faced when preparing estate and relevant (other) testamentary trust filings for deceased taxpayers.
Access expires 180 days from purchase date |
Course Description
Applicable for
Learning Objectives
- Establish a plan for approaching estate and testamentary trust filing assignments
- Identify and address tax compliance and planning matters associated with establishing a testamentary trust, as well as the subsequent distribution of property from it
- Identify the implications of death on the deceased’s estate (including an understanding of the concept of a graduated rate estate)
- Identify and address compliance matters related to distributions from the estate and the various forms of post-distribution trusts
- Identify the various types of life-interest trusts and the compliance matters that arise as a result of the death of a settlor or beneficiary thereof
- Engage in estate accounting
- Identify GST/HST issues that arise in the context of estates and testamentary trusts
Content
- Engagement management
- Tax compliance for the establishment of a testamentary trust
- The identification of issues that have implications on the death of a taxpayer
- Compliance issues related to the graduate rate estate (GRE) of the deceased
- Compliance matters with respect to distributions from the estate and the establishment of post-distribution testamentary trusts
- The identification of issues relating to life interest trusts and related compliance matters
- Other compliance considerations including, clearance certificates, VDP, taxpayer relief (former fairness), executor/trustee compensation/fees
- Estate accounting
- Identification of GST/HST matters
Course Content Created: August 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
Milan Legris, LL.B., LL.M, 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. 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.
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.