Introducing the

Canadian EstatE Planning guidEThe “must-have” resource when you do any work in estate planning

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Introducing the

Canadian EstatE Planning guidEThe “must-have” resource when you do any work in estate planning

The “must-have” resource when you do any work in estate planning

If you work in estate planning and tax, you’ll find the

Canadian Estate Planning Guide an indispensable one-

stop resource. It is one of the most comprehensive

publications in the industry, covering the widest range

of topics in the most thorough manner.

It’s simple. If you want to give your clients the most

effective estate planning solutions, this is the publication

you should have.

Whatever your level of expertise or involvement in

estate planning, this is the only publication you will need

to help you do your job better.

¸ If you’re a tax practitioner occasionally working

with estates, you’ll find it simple and easy to use.

And although comprehensive in scope, it also

gives you practical strategies and tactics to help

you maximize wealth and minimize tax exposure

for your clients.

¸ If your tax practice involves significant work in

tax planning of estates, or if you’re a lawyer

specializing in wills and estate planning, you’ll find

the depth of information, analysis and detailed

technical discussions about various tax strategies

will help you solve any problem or issue and, in

general, help you do your job better.

The Canadian Estate PlanningGuide is the first choice of estate planning professionals.

Here are just a few reasons why

¸ You can rely on the information. Contributors are a multi-disciplinary team of tax lawyers noted for their expertise in estate planning. For example, Joseph Frankovic, LLB, LLM, PhD, CFA, highly regarded tax lawyer and member of the adjunct faculty of Osgoode Hall Law School. Another is the author/editor, David Louis, JD, CA, who is with the law firm Minden Gross LLP. Mr. Louis has over 25 years experience in corporate tax and is a frequent and widely respected writer on tax law. And finally, Robert Spenceley, MA, LLB, analyst with CCH Canadian.

¸ You’re always up-to-date on all issues involving estate planning because the Canadian Estate Planning Guide is updated on an “as the news happens” basis. And with electronic online information, it is virtually instantaneous.

¸ Comprehensive coverage means you may only need this one resource for all estate planning issues. Start your research here and chances are you won’t have to look elsewhere because issues are dealt with in such detail and depth.

¸ The Guide covers both tax and non-tax issues related to estate planning so you can answer questions and deal with issues in both areas.

¸ You’ll save time and effort when you have the speed and convenience of getting all your estate planning information online.

There are many other reasons why the Canadian Estate Planning Guide is the essential resource for estate planners. But the only way for you to fully appreciate what it will do for you is to give it a test run.

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You’ll have special access to the same site that subscribers use so here are a few tips on how to make the most of your first visit to the site.

Once you arrive at CCH Online you will see in the blue area at the top left side of the page the heading “CCH Tax” with 3 headings below it. Click the + sign on the middle heading – “Financial and Estate Planning”. Then click on “Canadian Estate Planning Guide”.

You’ll then see 9 sections, with “What’s New” at the top and the “Index” at the bottom. Here is a snapshot description of what each section contains.

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A few tips for your first visit

A Suggested Quick View of Commentary

One of the most powerful tools available in successful estate planning is the estate freeze. Among the methods of implementing an estate freeze are a holding company freeze or an internal freeze.

For a detailed look at some of the tax issues and considerations pertaining to internal freezes, as well as a comparison of the benefits of this methodology vis-à-vis a holding company freeze, simply go to:

> Financial and Estate Planning > Canadian Estate Planning Guide > Commentary > Estate Freezes > Then click on the text icon opposite paragraph [4300].

It’s a typical example of the comprehensive advice you’ll find throughout the commentary section.

What’s New – Keeps you up-to-date with news and developments on an as-and-when-needed basis.

Commentary – This is perhaps the foundation of the Canadian Estate Planning Guide, and we suggest spending a few moments to look it over. It providesyou with in-depth analysis and advice on the core issues in estate planning, from Planning for Retirement to Trusts and Wills to Taxation at Death.

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Estate Planner Newsletter – Each month, it provides you with updates and summarizes the various issues affecting estate planning in Canada. It also contains case summaries, legislative updates, and feature articles written by experts.

Articles – You’ll have access to an archive of in-depth articles on a wide variety of topics, aimed primarily at one goal – to help you help your clients.

Case Comments – A selection of key cases discussing important decisions and explaining the relevance to other situations.

CRA Documents – Includes Interpretation Bulletins, Information Circulars and Advance Tax Rulings.

Reference Tables and Documents – Includes invaluable checklists plus helpful tables and documents. Forms – Gives you a selection of vital forms used by the CRA as well as forms for trusts and powers of attorney forms for all provinces.

Index – And finally a comprehensive index to make it quick and easy to find what you’re looking for.

Just click on the + icon to view the contents of each section and click on the page icon to open any information you want to see.

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try it now. You will be impressedTake advantage of our free trial offer, available on CD-ROM or over the Internet. For more information or to place an order, simply call 1 800 268-4522 or call your account manager.

A few tips for your first visit continued

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