PARTNER EVENTS: CMC-ON-GTA: NETWORK AND LEARN - ESTATE PLANNING BEST PRACTICES
Probate Tax: Why you should plan to avoid it
The probate tax in Ontario is approximately 1.5 percent of the value of your estate, which is not an insignificant amount of money in this age of million-dollar starter homes. What many people do not realize is that probate tax is completely avoidable. The reason for this is because probate tax is only levied on estates that require probate, and the need for probate itself can be avoided with a proper estate plan.
Join members of the GTA Chapter for an evening of networking and a discussion on estate planning with Paul Taylor, an estates lawyer whose practice includes preparation of wills, powers of attorney and trusts.
Topics covered in this presentation will include:
- Probate planning with “multiple wills”
- Using your business to minimize or eliminate exposure to probate
- Use of trusts to avoid probate: alter ego trust vs. bare trust
- Other reasons to avoid probate
For more information or to register please visit: https://www.cmc-canada.ca/
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PMI Toronto Chapter members receive a discounted rate to attend CMC-GTA Chapter events and courses. To receive the discount, simply select the ‘PMI Toronto Chapter Registration’ option during the registration process and complete the transaction. If you have any issues, please contact events@cmc-canada.ca for events support. For inquiries relevant to CMC offered courses, please contact CMC’s certification manager Sarah McIntosh at smcintosh@cmc-canada.ca
Cancellation and Refund Policy
Please see the PMI Toronto Cancellation and Refund Policy for further information. Any exceptions for this event would be listed above this clause.
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Photographs, audio, and video are sometimes captured during PMI Toronto events. By registering, attendees hereby grant permission to photograph and record them at events, and distribute (both now and in the future) the attendee’s image or voice in photographs, social media, videotapes, electronic reproductions, and audiotapes of such events and activities.
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