Webinar Alert – Estate Planning: Tax 101

September 25, 2024

Join Atif Mir and Zach Bronstein for an insightful webinar on estate planning in Canada and US.

Topics:

  • Objectives of Estate Planning
  • Estate Freeze
  • Avoiding Probate
  • U.S. Tax Concerns
  • Maintenance of the Estate Plan

There will be an opportunity to ask questions at the end of the presentation.

Who should attend:

Attendees include individuals looking to gain a foundational understanding of estate planning and tax implications. This webinar is ideal for those interested in learning about key topics such as the objectives of estate planning, strategies for estate freezes, ways to avoid probate, and addressing U.S. tax concerns. It is also suitable for anyone seeking insights on maintaining a comprehensive estate plan to ensure its long-term effectiveness.

Delivery Method: Group Internet Based (Webinar)
CPE Credit: 1
Prerequisites: None
Program level: Basic
Cost: Free