Victoria Rodrigues and Nicole Woodward co-present at the Canadian Tax Foundation’s 2021 Ontario Tax Conference.
“Selected Trust Issues” focusses on selected issues for discretionary inter vivos trusts, including: 1) a discussion on key advantages and disadvantages surrounding family trusts (including tax and non-tax considerations); 2) the use of discretionary family trusts in an estate freeze in the TOSI era and; and 3) potential structuring options when approaching a trust’s 21st anniversary, including issues to be mindful of when considering the wind-up of a discretionary trust.