Use of spousal trust or common-law partner trusts Setting up a spousal or common-law partner trust is a very important decision that generally results from non-tax reasons. One of the common reasons for setting up this type of trust is to protect the surviving spouse from influencers who might try…
Bequeathing qualifying shares: to trust or not to trust
By John OakeycloseAuthor: John Oakey
Name: John Oakey
Email: jfoakey@bakertilly.ca
Site: https://www.bakertilly.ca/en/btc/professionals/national-halifax/john-oakey
About: National Tax Director for Baker Tilly Canada. John has extensive experience with Canadian corporate and personal income taxes with specialization in the areas of corporate reorganizations, estate planning, succession planning and tax compliance. He also has significant experience dealing with GST/HST issues and U.S. citizen cross-border tax reporting issues.See Authors Posts (34) • February 2, 2021 • 0 Comments
Email: jfoakey@bakertilly.ca
Site: https://www.bakertilly.ca/en/btc/professionals/national-halifax/john-oakey
About: National Tax Director for Baker Tilly Canada. John has extensive experience with Canadian corporate and personal income taxes with specialization in the areas of corporate reorganizations, estate planning, succession planning and tax compliance. He also has significant experience dealing with GST/HST issues and U.S. citizen cross-border tax reporting issues.See Authors Posts (34) • February 2, 2021 • 0 Comments