Since the announcement of the “estate donation” rules in the 2014 Federal Budget, there have been a number of amendments that have addressed sector concerns and drafting errors. One unintended consequence in the original estate donation provisions relates to gifts of private company shares. At the June 2015 STEP conference…
Estate Donations & Non-Qualifying Securities
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 (103) • November 14, 2016
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 (103) • November 14, 2016