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Trust planning Structure with Businesses (Canadian Edition)

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CAD125.00
CA$125.00
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Streamline your estate planning with this trust planning package. A toolkit designed for Canadian families and trustees. This digital download includes a

·        Common Legal Share Structures Involving a Family Trust 

·        Sample trustee resolution

·        Decision tree to select the best tax strategy

 Bonus: Step-by-step checklist

To help you navigate the 21-year deemed disposition rule with confidence. Perfect for family trust, advisors, and incorporated business owners. This package helps you properly structure your businesses and minimize legal and regulatory risks.

Here's an efficient ownership and operational structure often used in Canada that can be adapted. This structure maximizes asset protection, tax efficiency, and clarity for succession planning.



You will get the following files:
  • PDF (150KB)
  • DOCX (26KB)
  • DOCX (17KB)
  • PDF (71KB)
  • DOCX (14KB)
  • PDF (66KB)
  • DOCX (29KB)
  • PDF (91KB)