CLE - The Intersection of Estate Planning, Estate Administration and Real Property – Introductory - October 7, 2025

Program Information

Date and Time: - 01:00 PM
Credit: 1 hour
Location: via Zoom

Overview

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


Presenters

Presented by: Sandra Arsenault, Senior Law Clerk, Torys LLP

Fees

  • Non-Members $100 + HST
  • Ordinary, Retired, Extra-Provincial Members $55 + HST
  • Students $40 + HST
  • Associate Members $50 + HST
  • Fellow Members $45 + HST

Group Rate

For the group rate - note that if there are 5 or more non-members from the same firm we offer 10% off the total amount. Please contact us via email at general@ilco.on.ca for group registration inquiries.

Deadline to Register: October 1, 2025
Withdraw Date: October 1, 2025

Policies

No refund after withdrawal date.