Trusts

New trust reporting and disclosure rules are coming Fallback Image Decorative pattern

Advisor's Edge

New trust reporting and disclosure rules are coming

The idea of a “private” trust will slip from the vernacular in 2021, as the government gains new information

By Margaret O’Sullivan |March 27, 2020

3 min read

Dealing with an overly broad (or narrow) encroachment clause Dealing with an overly broad (or narrow) encroachment clause

Advisor's Edge

Dealing with an overly broad (or narrow) encroachment clause

Exercising discretion with estate assets in trusts

By James Dolan |February 7, 2020

3 min read

How the CRA takes the life out of life interest trusts How the CRA takes the life out of life interest trusts

Advisor's Edge

How the CRA takes the life out of life interest trusts

If your business-owner client uses these trusts, special planning is required

By Kevin Wark |October 25, 2019

4 min read

Planning for blended families using trusts Planning for blended families using trusts

Estate Planning

Planning for blended families using trusts

Complex families can have complex needs

By Jacqueline Power |October 16, 2019

4 min read