Musings of a Tax Chick... Advanced trust topics!

This is Part 2 of the mini-episodes on all things trusts!  If you have mastered the basics, check out this episode for a discussion of some more advanced topics including:

- Adding or Removing Beneficiaries (1:20)
- Alter Ego and Joint Spousal Trusts (4:05)
- Family law implications (9:13)
- Corporate association issues (11:40)
- Ongoing maintenance (13:40)

ADDITIONAL RESOURCES DISCUSSED ON THIS EPISODE:
  • CRA Views Document: 9209655
  • CRA Views Document: 2008-0281411I7
  • CRA Views Document: 2001-0111303
  • CRA Views Document: 2012-0451791E5
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