About
Estate planning is about getting your clients' possessions to whom they wish with as little hassle and as little tax as possible. This webinar examines the core pillars of estate planning—wills, trusts and insurance—while exploring the strategic duties of executors and the tax implications of asset disposition.

We will highlight advanced methods for minimizing probate and taxes through spousal trusts, double wills, and strategic life insurance structures. Join us to gain the expertise needed to safeguard wealth, maximize tax-free rollovers, and deliver the peace of mind of a perfectly executed estate plan.


CE credits: Pending
To receive their CE credit, attendees of this event will be required to attend the entire session and pass the quiz after the webinar has been viewed.

CE credit offer available until January 28, 2027.
Presenter
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Mitchell J. Singer, B.Sc., LL.B.
Director of Tax, Retirement and Estate Planning
Mitchell Singer brings over two decades of experience in tax, estate planning, and insurance advisory to our team. Called to the Ontario Bar since 2000, Mitchell has held senior roles with leading financial institutions including RBC Insurance, CIBC Wood Gundy, and Transamerica Life Canada, where he specialized in developing innovative, tax-efficient strategies for high-net-worth clients, corporations, and institutions. Known for his ability to translate complex planning needs into practical solutions, Mitchell has led national product initiatives and advised on some of the largest insurance cases in Canada, including a landmark $340 million policy as an advisor. His unique combination of legal and tax acumen and business development expertise ensures our clients receive insightful, personalized service that protects and grows their wealth.
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I wish to receive credits for:*
Advocis - includes FISCO, ICIB, IFB (pending)
Alberta Insurance Council (pending)
Chambre de la sécurité financière (pending)
FP Canada (pending)
Insurance Council of Manitoba (pending)
Insurance Council of Saskatchewan (pending)
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