Trust Us - Trusts Can Get Complicated
Taxation of trusts is a topic that has been covered often, especially in light of recent tax rate changes.
Taxation of trusts is a topic that has been covered often, especially in light of recent tax rate changes. However, there are some more practical aspects often overlooked when dealing with trusts.
Join the professionals from Minden Gross for wonderful summary and reminder of those functional matters that can implicate how one should create and maintain a trust. How should one be set up? What other ancillary factors should be considered?
More specifically, topics covered will include:
- Proper setup of trusts
- Association rules
- Attribution and reversionary rules
- Trust technicalities (i.e., income allocation)
- 21-year planning
- Tax concepts when drafting trusts
This webinar will be of most relevance to accountants, tax practitioners and lawyers practicing independently or in small to medium firms, and may also be of interest to those involved in estateor financial planning.
Webinar Length: 2 hours
Professional Development Credits
WoltersKluwer professional development programs are designed to meet the continuing education requirements of a variety of professional associations. These requirements do vary by association and region. Please consult your provincial association to ensure this webinar meets the continuing professional development standards for your specific situation.
This webinar is being presented by Minden Gross:
Please insert bios from below links:
Michael Goldberg http://mindengross.com/our-people/details/michael-goldberg
Samantha Prasad http://mindengross.com/our-people/details/samantha-prasad
Matthew Getzler http://mindengross.com/our-people/details/matthew-getzler