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About

One of the essentials to administering an estate or trust is being able to advise clients on the potential for minimizing taxation upon death. This is a complicated undertaking that requires detailed information for preparing all final tax filings. Trust specialists must be prepared to handle T1s and T3s and understand how to minimize taxation not only for the deceased and beneficiaries but also for continuing trusts.

The TET course provides advanced professionals in estates and trusts with the opportunity to significantly boost their understanding of taxation issues, government requirements and procedures. It assures clients that they have the most informed advice available. This is also one of the required courses for the MTI® Estate and Trust Professional designation.

This course will assist experienced professionals in reinforcing their careers along with expanding business growth opportunities into an area of growing industry interest and client needs.

Who should enrol?

The TET course is designed for estate and trust professionals and tax officers. Estate planners, financial planners and wealth managers would find this useful in providing them with information on trust taxation services available to clients. This course can be tailored for corporate training programs.

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