The Continuing Legal Education Society of British Columbia
Practice Points

Tax Essentials for Estate Litigators
Author: James P. Shumka of Legacy Tax + Trust Lawyers, Vancouver, BC

In this paper written for the recent CLEBC course: Wills, Esates & Trusts Conference 2011: Day 2, Estate Litigation, James P. Shumka provides a summary of the issues of relevance to an estate litigator in regard to some of the key tax consequences arising in a typical estate and some of the various remedial tools an estate litigator may use. The paper also considers some of the potential opportunities to achieve tax savings or deferral in an estate
context.

Click here to view a pdf version of the paper.

The full collection of course materials is available in print.