EPISODE · May 24, 2022

Personal Trusts | Episode 45

from FinancialPodcast.CA: Interviewing Professionals

1) What is a personal trust? 2) Why use a personal trust? 3) The parties involved in a personal trust. 4) What is a testamentary trust? 5) How a testamentary trust can be used. 6) What is an inter vivos trust? 7) How an inter vivos trust can be used. 8) How a financial advisor can speak to a client about trusts. Guest: Shannon James, Associate Carscallen LLP Shannon is an Associate with Carscallen LLP in Calgary. Shannon has represented clients in a variety of estate, trust and incapacity matters including the roles and duties of...

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Personal Trusts | Episode 45

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