Navigate the New Era of Trust Reporting: May 21 CE Savvy Summit

In a rapidly evolving tax and estate planning landscape, one topic has stood out for its complexity and controversy: Bare Trusts. These once quietly used tools for holding family cottages, minimizing probate, or preserving privacy have now found themselves under the microscope of new CRA reporting requirements.

If you're an advisor helping clients structure legacies in a tax-efficient, probate-minimized way, this session with Carol Willes at the May 21 live-virtual CE Savvy Summit is one you don’t want to miss! Register by May 15 to save up to 50% on tuition.

Why This Session Matters More Than Ever

Until recently, bare trusts were largely exempt from CRA’s trust reporting requirements. That changed dramatically in 2025, with CRA now expected to require T3 returns and Schedule 15 filings. The stakes are high: advisors must not only understand the nuances of bare trusts but also guide clients safely through new compliance expectations and penalties.

This session—Planning with Bare Trusts—will equip you with the knowledge to:

• Navigate CRA’s 2025 trust reporting changes
• Avoid common mistakes with Graduated Rate Estates (GREs)
• Understand when and how to use bare trusts, special trusts, and post-mortem planning
• Align lifetime planning with post-death strategies to meet client legacy goals

What You’ll Learn

Whether you're new to trust planning or looking to update your expertise, you’ll leave with these critical takeaways in these areas:

• Trust types – Know which trust fits your client’s unique situation.
• Legacy planning – Build strategies that span life through death.
• Compliance confidence – Stay onside with the latest CRA rules and reporting obligations.

Earn Your CE Savvy – Advisory Diploma

This May 21 session is part of a Full Program learning pathway. The CE Summits – Advisory Diploma is a credential comprised of four key learning components. Students complete a combination of 5-chapter online courses and live CE Savvy Summits that are designed to deliver the most current and relevant tax, retirement, and estate planning content in Canada.

This advanced professional development program is designed for professionals who want to build mastery in personal tax, retirement income planning, estate strategies, and audit defence — all while earning CE/CPD credits that support ongoing licensure and professional development.

Each component of the program is worth 20 CE/CPD credits, and professionals may complete the full diploma in as little as one year — or on a schedule that suits their needs.