Family Trusts Made SimplePlanning for people with a disability presents parents with many unique challenges. The Special Needs Planning Group can guide you in your journey toward a decent quality of life for your son or daughter with a disability for their entire lifetime.

Discretionary Trusts – Trusts have been with us for hundreds of years and they are playing an increasingly greater role in estate planning.

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This can then lead to discussions around the provisions a client has made for their family … trust then the trustees can si…

It’s also important to keep in mind that a discretionary family trust has a tax shelf life of only 21 years. The tax rules say that a discretionary family trust is deemed to have sold all of its asset…

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When the time comes, family members won’ west vancouver propertiest need to worry about … This amount is managed in the company’s trust fund. Pre-nee…

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A trust is a three-party fiduciary relationship in which the first party, the trustor or settlor, transfers ("settles") a property (often but not necessarily a sum of money) upon the second party (the trustee) for the benefit of the third party, the beneficiary.. A testamentary trust is created by a will and arises after the death of the settlor. An inter vivos trust is created during the …

A discretionary trust, in the trust law of England, Australia, Canada and other common law jurisdictions, is a trust where the beneficiaries and/or their entitlements to the trust fund are not fixed, but are determined by the criteria set out in the trust instrument by the settlor.It is sometimes referred to as a family trust in Australia or New Zealand.

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