It is one year after the new estate donation rules were introduced and the practical implementations are beginning to emerge. With the post-2016 rules, a twist arises when the residue of the estate is split between charity and individual beneficiaries. This scenario creates a gift that keeps giving. A gift…
The Estate Donation Loop
By Malcolm BurrowscloseAuthor: Malcolm Burrows
Name: Malcolm Burrows
Email: malcolm.burrows@scotiawealth.com
Site: https://malcolmburrows.ca
About: Malcolm is a philanthropic advisor with over 30 years of experience. He is head, philanthropic advisory services at Scotia Wealth Management and founder of Aqueduct Foundation. Views are his own. malcolm.burrows@scotiawealth.comSee Authors Posts (135) • January 5, 2017
Email: malcolm.burrows@scotiawealth.com
Site: https://malcolmburrows.ca
About: Malcolm is a philanthropic advisor with over 30 years of experience. He is head, philanthropic advisory services at Scotia Wealth Management and founder of Aqueduct Foundation. Views are his own. malcolm.burrows@scotiawealth.comSee Authors Posts (135) • January 5, 2017