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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 […]

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

How to use trusts made just for them.

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

Trusts and total return investing in challenging times

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

  • By: Katie Keir
  • March 18, 2016 September 7, 2018
  • 00:10

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

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 August 21, 2018
  • 13:07

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.

It’s been a busy year on the tax front, and we’ve kept tabs on the government’s every move. Here are 2015’s biggest stories.

  • By: Staff
  • December 21, 2015 August 21, 2018
  • 09:00