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"
What this episode covers
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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