STEP Seminar - Family Trust Administration

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Event date: 
Thursday, January 21, 2016 - 02:30 to 05:00
Name of Organization: 
STEP Atlantic
Location: 
McInnes Cooper offices

This session will examine tax and legal matters related to the typical family trust utilized in Canadian estate planning. Concerns arising throughout the life cycle of the trust will be discussed, including the establishment of the trust, day-to-day operation of the trust, transition of family business, and windup of the trust. Common client issues, details of tax compliance, and other practical matters of operating a family trust will be addressed.