Articles & Seminars
Seminars & Guest Speaking
My seminars tackle complex estates and trusts concepts, setting them into meaningful, actionable insights for the audience. They’re known for being jam-packed with useful tips and ideas, comprehensive in my coverage of the topic, and include lots of examples from practice (that I frame as lessons learned from estate administration) to identify avoidable planning errors.
In addition to webinars, I also provide private on-site seminars for companies, organizations and conferences, tailored for their audiences, employees or clients; contact me to explore this option.
Seminars/Webinars
Access to most Collective Agreement webinars is limited to professional advisors.
Please register for access (the link is to our secure Google Form) or contact me directly.
There is no cost to attend events we host. In lieu of registration fees, participants are encouraged to make a donation to Baycrest, in support of their world-renowned, transformative research in aging and brain health.
Navigating Taxes & Death (Parts 1 & 2)
Conducted over 2 days, Feb. 12 & 19th, 2025
This seminar is CEAs and other professional advisors; it qualified for a 2.5 hour CE credit
To view the recording of it, use the link above to register
Estate Administration: It's Complicated
Two versions of this webinar have been offered:
Nov 14, 2024 sponsored by the CICEA
This version of this topic was tailored for CEAs and other estate planning advisors; it qualified for a 1-hour IAFE CE credit.
A recording of the webinar is available; use the link above to register to view it.
Jun 6 2024 hosted by the GTAAFN
This version of this topic was tailored for accountants and professional financial advisors.
It was hosted by the Greater Toronto Area Accountants Financial Network (GTAAFN); it qualifies for a 1-hour CE credit through GTAAFN.
Use this link to view it through GTAAFN (fee involved).
Navigating the Incapacity & Estate Planning Spectrum [panel discussion]
Date: November 20, 2024: 12pm to 1pm
This seminar is for accountants and other professional advisors
This seminar qualifies for a 1-hour CE credit, through GTAAFN
For more details and to view the recording of the webinar, visit the GTAAFN website (fee involved).
Seminars Hosted by Others
An Aging Situation - an informative seminar and panel discussion around incapacity and estate planning. This in-person seminar was hosted by A Taxing Situation for their clients, on Sept. 23, 2024 at their office in Alliston.
Podcasts
I am honoured to be a returning guest on The Executor Help podcast, hosted by David Edey.
Our most conversation was aired Nov. 6, 2024, coinciding with "Make A Will Month" in Ontario and is titled Taking the First Steps to Peace of Mind.
Our prior conversation was titled Reframing Estate Planning & Administration around the Family Journey and spans 2 episodes: Part 1 was on Mar. 20, 2024 & Part 2 was on Mar. 27, 2024.
Collective Agreement Commentaries & Opinions
GRE STATUS & PAYMENTS ON BEHALF OF DECEASED:
This commentary is in PDF format and viewable here; please contact me if you would like me to send it to you.
CA Commentary_GRE STATUS & PAYMENTS ON BEHALF OF DECEASED_by Bruce Young_Feb 25, 2025 (v1).pdfPublished Articles
The articles listed here are maintained on my LinkedIn newsletter "Framing/Reframing" (use this link to subscribe to it).
All articles are available to be downloaded from my LinkedIn page; alternatively, contact me to request a PDF version.
Estate Administration: It's Complicated
Optimizing the Family Journey
Hey Accountants - Just Ask
A New Way of Thinking for Estates
Mind The Gap (Parts 1 & 2)
5Ws&H For Legacy Plannng
Strategies of Effective Executors
The Executor Conundrum
Advisors Unite
It Isn't a Problem, Until it Is
Radical Candour
