General Tax Risks and Concerns for Estates
Presented by the CBA Alberta Wills, Estates & Trusts (North) Section
Nothing is certain except death and taxes, and in Canada, death also triggers taxes. This presentation aims to introduce practitioners to the major taxation issues that may occur when a person dies.
There are many tax issues that may arise when, and after, an individual passes away. This presentation will canvass the general tax consequences upon a person's death, the tax treatment of a deceased's estate, common pitfalls pre- and post- mortem, the role of the executors in administering a deceased's estate for tax purposes, and general strategies that may help mitigate risk, to help equip practitioners with a high-level awareness of potential issues to consider when planning and handling estates.
Specific topics covered may include the taxable deemed disposition of property on a Canadian's death, valuation disputes, potential rollover options to spouses and children, the concept of a graduated rate estate, double and triple taxation risk for individuals with shares in private corporations, general reporting requirements, and tax liability risks for executors.
PRESENTERS
Jeffrey Z.H. Tran (Associate, Felesky Flynn LLP)
S. Dane ZoBell (Partner, Felesky Flynn LLP)
MEETING DETAILS
| Date: |
Tuesday, May 19, 2026 |
| Time: |
12:00 Noon (MT) |
| Location: |
Zoom |
Participant Disclaimer
All materials related to this event are for the sole use of the registrant, and may not be copied, reproduced, uploaded, posted, publicly displayed, translated, distributed, shared, modified, made available on a network or other website, used to create derivative works or transmitted in any form or by any means whatsoever without the prior express written permission of the Canadian Bar Association.
Cancellations made no later than 48 hours prior to the event are eligible for a refund. On-demand or non-subscribers who confirm and do not attend will still be charged the registration fee. Section subscriptions are non-transferrable, nor are substitutions permitted at meetings. You must be a current national CBA member to attend.
