Introduction to Ontario’s Estate Administration Tax

March 26, 2025
1:00 – 2:00 PM

EAPO is pleased to co-host a free webinar TAX TALK series with the Ontario Ministry of Finance on an Introduction to Ontario’s Estate Administration Tax and how it could apply to your estate or an estate you are administering.

What you will learn:

  • Whether Estate Administration Tax could be payable on the value of your estate.
  • What assets to include and exclude in the value of the estate.
  • How to file an Estate Information Return.
  • In addition, you will have the opportunity to get answers to general questions you may have regarding the topics presented.

Who should attend:  This session is specifically designed to provide helpful information to anyone who will administer an estate, such an executor or estate trustee, or someone who is in the process of estate planning.The w  ebinar is useful information for all people, and everyone is welcome to join us.

 

Webinar provided with an ASL Interpreter

Speakers

Jocelyn Lalonde

Senior Program Advisory Specialist, Ministry of Finance

Jocelyn has worked for the provincial government since 1990. His current position is to provide outreach education to seniors about the Income Tax credits and benefits available to Ontarians and provide information on how Ontario’s estate administration tax works.

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