Trusts

Tax News

Last chance for trust planning in 2015

What to do with capital gains in testamentary trusts

February 20, 2015

3 min read

Tax News

Trusts and the 21-year rule

Here's how to defer tax if your client’s family trust is nearing this age.

By James and Deborah Kraft |February 20, 2015

4 min read

Advisor's Edge Report

Build family trusts properly

Running afoul of tax rules could cost clients

By Melissa Shin |January 23, 2015

8 min read

Estate Planning

The importance of post-mortem planning

Eliminate double taxation at death on private company shares

By Elaine Blades and Kevin Tran |January 23, 2015

5 min read

Estate Planning

When bad trusts happen to good people

Help your client find his way around a poorly written trust

By Caroline Cakebread |January 16, 2015

8 min read

Industry

Fiduciary Trust hires new VP of Personal Trust Services

Fiduciary Trust Canada has hired Diane Tom as vice president of Personal Trust Services.

By Staff |January 7, 2015

1 min read

Estate Planning

Get repaid for funding a child’s education

Setting up a trust account to fund an athletic child’s educational expenses is akin to gifting the money. Parents who want to be repaid should draft a promissory note.

By Evelyn Juan |November 14, 2014

4 min read

Estate Planning

Alternatives to testamentary trusts

Big changes to CRA’s rules for testamentary trusts take effect in 2016.

By Frank Di Pietro |July 14, 2014

5 min read

Estate Planning

Is that trust resident, or non-resident?

The second STEP 2014 session from today was about Canadian trust issues for non-resident beneficiaries. Here are some of our live tweets.

By Staff |June 17, 2014

3 min read

Estate Planning

Name trustees for clients with disability trusts

Liz and Mike are both accountants in their late 40s. Their only child, Jordan, is 16 and has Down syndrome. He’s living a happy, fulfilling life, and his parents plan to put away money to cover needs he may have after they pass away. They want to create a Henson Trust, a fully discretionary trust that can grow to any amount without affecting certain means-tested government benefits. Since the trustee will have full control over distributions, choosing the right person is critical.

By Evelyn Juan |June 6, 2014

5 min read

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