Musings of a Tax Chick... Advanced trust topics! episode artwork

EPISODE · Mar 26, 2024 · 15 MIN

Musings of a Tax Chick... Advanced trust topics!

from The Tax Chick Podcast · host Amanda Doucette

This is Part 2 of the mini-episodes on all things trusts!  If you have mastered the basics, check out this episode for a discussion of some more advanced topics including:- Adding or Removing Beneficiaries (1:20)- Alter Ego and Joint Spousal Trusts (4:05)- Family law implications (9:13) - Corporate association issues (11:40)- Ongoing maintenance (13:40)ADDITIONAL RESOURCES DISCUSSED ON THIS EPISODE:CRA Views Document: 9209655CRA Views Document: 2008-0281411I7CRA Views Document: 2001-0111303CRA Views Document: 2012-0451791E5HERE ARE SOME OTHER WAYS TO CONNECT WITH ME:My website! Email: [email protected]@tax.chick (IG) LinkedInBe a "Tax Chick VIP" 

This is Part 2 of the mini-episodes on all things trusts!  If you have mastered the basics, check out this episode for a discussion of some more advanced topics including:- Adding or Removing Beneficiaries (1:20)- Alter Ego and Joint Spousal Trusts (4:05)- Family law implications (9:13) - Corporate association issues (11:40)- Ongoing maintenance (13:40)ADDITIONAL RESOURCES DISCUSSED ON THIS EPISODE:CRA Views Document: 9209655CRA Views Document: 2008-0281411I7CRA Views Document: 2001-0111303CRA Views Document: 2012-0451791E5HERE ARE SOME OTHER WAYS TO CONNECT WITH ME:My website! Email: [email protected]@tax.chick (IG) LinkedInBe a "Tax Chick VIP"

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Musings of a Tax Chick... Advanced trust topics!

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This episode is 15 minutes long.

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This episode was published on March 26, 2024.

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This is Part 2 of the mini-episodes on all things trusts!  If you have mastered the basics, check out this episode for a discussion of some more advanced topics including:- Adding or Removing Beneficiaries (1:20)- Alter Ego and Joint Spousal Trusts...

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