Skip to main content
by learnformula
search
For Business
Team license & compliance management
For Higher Education
Academic partnerships
For Government Agencies
Government training solutions
For Instructors & Course Creators
Teach on our marketplace
Become a Sponsor
Reach 9M+ professionals
Log inStart 7-Day Free TrialStart Free TrialStart Free Trial
search
Courses/Law/Will and Estate Law

Advanced Estate Planning for Cross-Border Investments

Master the complexities of cross-border estate planning for Canadian investments

Created byAurora Legal Training Institute
BeginnerUpdated Dec 20, 2024
Advanced Estate Planning for Cross-Border Investments

What You'll Learn

check_circleInterpret the U.S.-Canadian Death Tax Convention
check_circleCalculate credits under the Convention and Internal Revenue Code
check_circleNavigate provincial succession duties in Canada
check_circleApply situs rules for various types of property
check_circleDevelop strategies to minimize overall estate tax burden
check_circleDraft wills to optimize cross-border estate planning

About This Course

Dive deep into the intricacies of estate planning for U.S. investors holding Canadian securities. Explore the U.S.-Canadian Death Tax Convention; analyze credit allowances under both the Convention and Internal Revenue Code; understand provincial succession duties; and learn effective estate planning techniques. 

Your Instructor

Aurora Legal Training Institute
Aurora Legal Training Institute
menu_book14 courses
star439 reviews

Aurora Legal Training Institute is dedicated to empowering Canadian lawyers with cutting-edge CLE courses tailored to meet the demands of modern legal practice. From mastering litigation techniques and corporate law to navigating ethics and emerging fields like AI in law, Aurora’s programs blend theoretical expertise with actionable insights. Our instructors are seasoned professionals committed to providing real-world strategies that enhance your legal practice and professional growth.

Credit Information

What Students Are Saying

4.1
Student's Choice
44 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

You May Also Like

Accounting & Tax: Tax Planning & Compliance

Bare Trusts: Where Did We Land for the March 2027 Filing Requirements?

star4.8(12)
2 CPD hrs
Finance: Financial Planning

The Financial Services Advisor as a Professional

star5.0(4)
5 CPD hrs
Finance: Economics

Economic Literacy Series, Course 2: Supply and Demand

star5.0(1)
1.5 CPD hrs