Tax relief for an estate donation cannot be claimed until the property is transferred to a charity. No tax receipt; no tax credits. If the distribution is after 60 months after death of the donor there is no tax receipt at all. But what if the estate has illiquid assets…
Illiquid Assets and Estate Donations
By Malcolm Burrows
closeAuthor: Malcolm Burrows
Name: Malcolm Burrows
Email: malcolm.burrows@scotiawealth.com
Site: https://www.scotiawealthmanagement.com/
About: Malcolm is a philanthropic advisor with 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 (129) • September 22, 2022 • 0 Comments
Email: malcolm.burrows@scotiawealth.com
Site: https://www.scotiawealthmanagement.com/
About: Malcolm is a philanthropic advisor with 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 (129) • September 22, 2022 • 0 Comments