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Post-Mortem Tax Planning for Estate Lawyers

with Jos Herman

Thursday, February 25, 2027

Learning Options:

Live webinar with chat
includes 60 day replay
9:00 am – 10:30 am (Pacific)
10:00 am – 11:30 am (Mountain)
11:00 am – 12:30 pm (Central)
12:00 pm – 1:30 pm (Eastern)
1:00 pm – 2:30 pm (Atlantic)
1:30 pm – 3:00 pm (Newfoundland)

*This program features real-time video of the presenter with synchronized presentation slides, and a chat feature that allows for live Q & A. SK attendees please verify whether you align with Central (MB) or Mountain (AB) time based on season and location.

Registration Fee:

Save $25
Register on or before February 5, 2027
$150.00 + HST

Register after February 5, 2027
$175.00 + HST

Groups Save!

Register 3+ attendees and save up to 25%. See our group discounts here. Contact jennifer@seminarpartners.ca.

CPD Credit Hours:

Credit Hours

CPD Hours (live presentation*)

ON: This program contains 1.5 Substantive hours.

BC: This program has been approved for 1.5 CPD hours.

SK: This program qualifies for 1.5 CPD hours under the Law Society of SK CPD Policy.

Lawyers in other mandatory CPD jurisdictions may count their attendance towards their CPD requirement/plan.

Seminar Partners is an Accredited Provider of Professionalism Content by the Law Society of Ontario and a pre-approved CPD Provider of the Law Society of British Columbia.

*The circumstances under which CPD credit will be recognized for watching archive programs vary by province. If you are viewing the recording of the live webinar, please verify with your law society the circumstances under which they will recognize CPD hours for the recording.

Technical Information:

Live webinars allow you to view faculty, see their presentation slides, and ask questions by chat. You will need a current web browser (Chrome (Chrome works best), Safari, Firefox), a wired (better than wireless) connection to the Internet of at least 2 Mbps. You can test your internet speed/bandwidth here. If you miss the live program, you can access the archive, at your convenience, for 60 days.

Satisfaction Guarantee Satisfaction Guarantee:
At Seminar Partners, we’re proud of the quality of our programs and presenters. If, after attending a program in its entirety, you are not satisfied that the program has enhanced your understanding of the subject, and you notify us in writing the same day, we will give you a credit toward another program of comparable price.

Who Should Attend

Lawyers practicing in the areas of estates, tax and business law will benefit from this program. No specialized tax background is required.

About the Program

Death does not necessarily end the opportunity for tax planning. During the administration of an estate, decisions may still be available that can reduce tax, preserve estate value and benefit beneficiaries. Estate lawyers do not need to be tax specialists, but they do need to recognize when post-mortem planning should be considered and when additional tax advice may be required. In this practical and accessible program, noted trust and estate practitioner and CPA Jos Herman will use plain language and practical examples to explain the post-mortem tax issues estate lawyers may encounter. Jos will look at why tax can sometimes arise more than once after death, the planning opportunities that may be available, and why timing can affect the available strategies. Questions the program will help answer include:

  • Why can double taxation arise after death, and what can be done about it?
  • How do capital loss carryback planning and pipeline transactions work in practice?
  • What role can corporate-owned life insurance and Capital Dividend Account planning play?

Along the way, Jos will identify practical planning points and opportunities practitioners may otherwise overlook. Don’t miss this opportunity to make post-mortem tax planning less intimidating and better understand what can still be done after death to protect the value of an estate.

Schedule (Eastern)

12:00 pm - 1:30 pm

Welcome and Opening Remarks

Why Post-Mortem Tax Planning Matters

When Post-Mortem Planning May Be Available

Capital Loss Carryback Planning

Pipeline Planning

Timing, Stop-Loss Rules and CRA Considerations

Liquidity, Life Insurance and CDA Planning

Other Planning Considerations

Wrap-up and Evaluation

Meet Your Presenter

Jos Herman is the founder of Resources & Solutions, a boutique consulting firm. She has spent over 25 years serving the tax, business and estate planning needs of owner manager clients, professionals and their families. Jos provides private business and personal solutions focused on tax efficient investment and insurance strategies, asset protection and wealth planning. Jos has a Bachelor of Commerce degree and earned her Chartered Accountant (CA) designation from the Institute of Chartered Accountants of Alberta. Jos is a member of both the Chartered Professional Accountants (CPA) of Saskatchewan and Chartered Professional Accountants of British Columbia. She also has her Certified Financial Planners (CFP) designation and Chartered Life Underwriter (CLU). In addition, she holds her Trust and Estate Practitioner (TEP) designation. Jos is a frequent speaker on topics related to wealth planning for individuals, business owners and professionals.

Praise for Past Programs

“Excellent presenter - well organized, thorough and very practical.”

“Appreciated all the personal examples and explanations.”

“Very informative, polished presentation.”

“I’ve been doing wills work for 5 years and found everything useful.”

“Immensely helpful. Would definitely recommend.”

“All in all, probably the best and most practical [time] that I have ever spent on CLE.”

Register
Returning Registrant

Registration Fees

All costs are in Canadian dollars before taxes.

HST/GST: 848208492

Until February 5, 2027

Post-Mortem Tax Planning for Estate Lawyers with Jos Herman
$150.00

After February 5, 2027

Post-Mortem Tax Planning for Estate Lawyers with Jos Herman
 $175.00

Groups Save!

Register 3+ attendees and save up to 25%. See our group discounts here. Contact jennifer@seminarpartners.ca.

For program information contact:

Jennifer Snoyer at
Tel. 647.352.8633 or
1.866.606.4212
Email: jennifer@seminarpartners.ca

For technical information or assistance using this site contact:

Support Team at:
Tel: 613.723.1166
support@myconferencesuite.com