Use of Trusts in Tax and Estate Planning

Overview

For most Canadians, and many of their advisors, the use of trusts in tax and estate planning is in focus for higher net worth families with complex business or financial dealings; no concern, really, until someone dies. Most people understand that upon death of a taxpayer, it is possible to have assets held in trust until distribution or for income or capital distribution, depending on the deceased’s wishes in the Will.

Enrol

Student Experience

This course provides an extensive knowledge about the use of trust in tax and estate planning and is to be recommended as part of a background for a tax professional. It clearly spelled out the structure, advantages and disadvantages of each type of trust. The study cases give a valuable insight into handling a variety of situations where the establishment of a trust is warranted.

—Halina S., AB

Who Should Attend

Trusts are used on an ever-increasing basis to plan for wealth and succession objectives for medium and high worth clients. An advisor who can assist with that process enjoys the opportunity to nail down long-term, intergenerational connections with clients and their families.

Marking Guide

All students who pass the course will receive a certificate. Students who receive a mark of 90% or better will receive a gold honours bar on their certificates.