Trusts

Decorative pattern

Estate Planning

What to know about investing within a trust

It's important for trustees and advisors to understand the applicable investment rules for trusts.

By Keith Masterman |October 27, 2016

4 min read

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Estate Planning

What a trustee should (and shouldn’t) do

Most Canadians are familiar with the duties of an estate executor. But what are the duties of the trustee? And what happens if the trustee doesn’t perform them properly? Different roles; same people Anthea Law, partner at Vogel LLP in Calgary, says that, legally, an executor of an estate is distinct and different from a […]

By James Dolan |October 7, 2016

3 min read

Decorative pattern

Estate Planning

Five ways to navigate blended-family finances

Most of us know a few families that resemble The Brady Bunch more than the “traditional” family

By Tony Maiorino |August 3, 2016

5 min read

Decorative pattern

Help amateur athletes reach their peak

How to use trusts made just for them.

By Jessica Bruno |May 13, 2016

1 min read

Decorative pattern

Consider alter ego trusts for wealthy clients

The primary benefit is that the assets within the trust are not subject to estate administration taxes, commonly known as probate fees

By Stephanie Dietz |May 6, 2016

5 min read

Decorative pattern

Estate Planning

Balancing the needs of income and capital beneficiaries

Trusts and total return investing in challenging times

By Margaret O’Sullivan |April 8, 2016

3 min read

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Estate Planning

Should clients use trust protectors?

Such appointments aren’t common, even though they can add an extra layer of security for settlors

By Katie Keir |March 18, 2016

6 min read

Decorative pattern

Estate Planning

3 fixes for clients’ trust woes

In January, the Department of Finance released draft legislation that would fix three key trust-related problems planners have been struggling with.

By Florence Marino |February 26, 2016

3 min read

Decorative pattern

CRA makes it easier to file for trusts

Good news for clients with trusts: starting this January, they can file 10 more trust forms electronically using CRA's Internet File Transfer service.

By Staff |January 28, 2016

1 min read

Decorative pattern

Estate Planning

Finance drafts solution to spousal trust nightmare

The Department of Finance has released draft legislation that would solve a tricky problem for spousal trusts arising from rule changes made under the previous government.

By Dean DiSpalatro |January 22, 2016

3 min read

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