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LIVE WEBINAR | September 11 2025, 12:30 PM ET, 9:30 AM PT

Estate Taxation Issues

Join Jordan Atin and Marissa Verskin, partner at Crowe Soberman with 20 years of experience in public accounting and tax, for a webinar on key estate taxation issues. They’ll cover spousal rollovers, the use of trusts, and the principal residence exemption, as well as common drafting mistakes, compliance errors, and unintended tax consequences associated with qualifying spousal trusts.

Speakers

Jordan Atin

J.D., T.E.P., Certified Specialist (Estates & Trusts Law)

CEO @ eState Planner

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Marissa Verskin

BCom, MTax, CPA, CA

Partner @ Crowe Soberman LLP

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Webinar details

CPD credits available

30 minutes of Substantive Credits accredited by the Law Society of Ontario and the Law Society of British Columbia. Lawyers from other jurisdictions can include this course as a CPD learning activity in their mandatory annual Continuing Professional Development Plan.

Recording

Please note that recordings and slides provided by webinar hosts are only available to eState Planner users.

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Register for this webinar

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