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CPD 361.3 - Estate Donations- 7 Years After

CPD 361 - Estate Planning: Issues New and Old • 43m

Recorded version qualifies for .75 CPD Hours.
Recorded 2023-06-06

Materials
https://www.lawsociety.sk.ca/wp-content/uploads/Power-Point-CPD-361-Estate-Donations-Burrows.pdf

Malcolm Burrows. Scotia Wealth Management, Toronto ON.

The “estate donations” rules accompanied the 2016 introduction of the Graduated Rate Estate (GRE) regime. These Income Tax Act provisions altered the administrative and tax treatment of gifts by will, as well as direct designation gifts of life insurance, RRSP/RRIFs, and TFSAs. How are charities and executors managing with these rules seven years later?

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