Canadian Estate Planning Guide

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Canadian Estate Planning Guide provides comprehensive coverage of estate freezes; taxation at death; plus diverse topics such as U.S. estate tax; alter ego and joint partner trusts and will drafting.

The latest information on all aspects of estate planning and related issues in Canada

To deliver the most effective tax and estate planning solutions you need the most authoritative source for information and advice, authored by leading experts in the industry. Comprehensive and easy to use, the Canadian Estate Planning Guide is a must‐have tool when you need to find the right answers fast.

This guide is the first choice of estate planning professionals because it offers:

  • Comprehensive and reliable coverage from a single source, covering both tax and non‐tax issues related to estate planning
  • Practical strategies and tactics to help you maximize wealth and minimize tax exposure for clients
  • A format that is simple and easy to use, even for the tax practitioner who only occasionally works with estates
  • In‐depth information, analysis and detailed technical discussions for the practitioner
    specializing in tax planning for estates, or wills and estate planning
  • The speed and convenience of getting all your estate planning information online
  • Updates on an "as the news happens" basis

This guide's extensive coverage includes topics such as:

  • Estate plans
  • Gifts and loans
  • Estate freezes
  • Post‐mortem planning
  • Emigration to the U.S.
  • Asset protection
  • Powers of attorney and health care directives
  • Will planning
  • Trusts
  • Taxation of trusts
  • Beneficiaries
  • Avoiding probate fees
  • Creditor proofing
  • Charitable donations
  • U.S. estate and gift tax

Bonus features:

  • The Estate Planner monthly newsletter keeps you up‐to‐date on the latest
    developments affecting estate planning in Canada and includes case summaries,
    legislative updates, and feature articles written by experts
  • News Tracker brings you up‐to‐the‐minute information on the latest tax developments. You choose the topic and how frequently you want to be updated.
  • Activity logs help you keep track of time spent on research
  • Access to an archive of in‐depth articles on a wide variety of topics
  • All relevant CRA Interpretation Bulletins, Advance Tax Rulings and Information Circulars,
    reference tables and documents
  • Forms used by the CRA
  • Forms for trusts and powers of attorney for all provinces
  • Free training and technical support

Wolters Kluwer CCH research subscriptions deliver the most timely, relevant and reliable tax information and commentary to Canada's tax professionals, significantly reducing research time.

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