Earn up to 8 CPD Credits

Estate Planning is comprehensive. Estate Administration is complicated. ATAP members are ideally positioned to assist with both. This four-part course, developed specifically for ATAP by Bruce Young, CPA, CA, CEA, equips members with a practical understanding of estate administration and estate/incapacity planning.

The program covers essential tax, legal, and pragmatic considerations, with each section building on the last and using real-world case studies to support practical application.

Estate administration and planning can be difficult, nuanced, and highly sensitive for clients and families. ATAP members are well positioned to play a more meaningful role, and this course is designed to help them do exactly that with greater clarity, confidence, and practical insight.Participants will work through fundamental and advanced concepts in estate administration and estate/incapacity planning, with attention to the tax, legal, and pragmatic issues that matter in practice. Real-world case studies help translate the material into situations members are likely to encounter with clients.

In This Series, You Will Learn To

• Understand the core concepts underlying estate administration and planning
• Recognize key tax and legal considerations affecting estates and incapacity matters
• Apply practical thinking to real client situations using real-world case studies
• Better support executors, trustees, and families through complex and sensitive estate matters
• Become more actively and confidently involved with clients in an area of rising demand

Part 1: Estate/Trust Administration & Estate Planning

Build a strong foundation in estate administration and estate/incapacity planning.

Session Dates

• Wednesday, July 8
• Wednesday, August 12

Part 2: Advanced Estate/Trust Issues

In-depth coverage of tax, legal and pragmatic aspects of estate administration and planning.

Session Dates

• Wednesday, October 28
• Wednesday, November 25

Bruce Young
CPA, CA, CEA

Bruce Young is a CPA, CA, CEA whose practice is exclusively focused on estates and trusts, combining deep technical knowledge with a pragmatic, business-minded approach. As principal advisor at Collective Agreement, he works closely with executors, trustees, and professional advisors across Canada, helping them manage complex and often contentious estate and trust matters with clarity and accountability.

Drawing on experience in insolvency, litigation support, and small-business leadership, Bruce is known for turning “what now?” questions into clear, practical next steps that professionals can apply directly in their work with clients. His sessions at ATAP’s Thrive and Refresh conferences were highly rated for their plain-language explanations and real-world case examples, and he developed this four-part course specifically for ATAP members to help them play a more active, strategic role in estate administration and planning.

This series is designed for professionals who work with estate planning or estate administration, including:

• Tax Professionals
• Accountants and Bookkeepers
• Personal Financial Advisors
• Business Succession Planners
• Legal and other professionals supporting estate planning and administration

• Format: Live online webinar
• Time: 1:00 PM – 4:00 PM
• Course syllabus: Available in June

Space in this course is limited and registrations are filling up quickly. If you are considering joining, we encourage you to register as soon as possible to secure your place.

Participants can earn up to 12 CPD credits across the full four-session series.