CLE - The Intersection of Estate Planning, Estate Administration and Real Property – Introductory - October 7, 2025
CLE - The Intersection of Estate Planning, Estate Administration and Real Property –Introductory
October 7, 2025 - 12:00PM-1:00PM EST
An overview of survivorships, transmission applications, transfers by personal representative
Land transfer tax considerations for each scenario:
- a sole beneficiary
- a named beneficiary
- multiple beneficiaries where they take equally
- multiple beneficiaries where property not taken equally
An introduction to mortgages post death
- whether they stay with the property – i.e. responsibility of the beneficiary or the estate?
- any requirement to pay them out?
Nominee planning
- considerations
- Declarations of Trust
- New annual reporting requirements to advise clients about when title is held by a nominee rather than personally
The importance of title searches during the planning stage
- how property searches can now be done without a Teraview licence by any clerk through the new OnLand website
- What to look for on a Parcel Register
- How to determine if a property qualifies for a first dealings exemption (no probate required),
- Joint tenants, tenants-in-common and trustees
Off title transfers of beneficial ownership – what is it, how and why is it done.
- What is required by the ministry?
Presented by: Sandra Arsenault, Senior Law Clerk, Torys LLP
CLE Credit - 1 hour
Deadline to Register: October 1, 2025
Register Now
Deadline to Register: October 1, 2025
Withdraw Date: October 1, 2025
No refund after withdrawal date.
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