Designing Appropriate Trust Instruments

Neufeld Legal PC: Chris@NeufeldLegal.com - 403-400-4092 / 905-616-8864

Trusts are utilized for a various purposes, including tax, estate, succession and family wealth planning. Where properly undertaken, a trust is capable of serving:

  • income splitting,

  • optimization of certain available tax exemptions,

  • tax deferral,

  • estate freeze planning,

  • family business succession planning,

  • creditor proofing,

  • investment portfolio + wealth management,

  • care of minor beneficiaries and disabled heirs,

  • dependants' relief avoidance,

  • spousal transfers + spousal trusts,

  • second marriage situations,

  • family cottage dispositions,

  • testamentary will planning,

  • provincial tax rate planning,

  • double tax mitigation strategies.

For knowledgeable and experienced legal representation for trusts, estates and succession planning, contact lawyer Christopher R. Neufeld at Chris@NeufeldLegal.com or call 403-400-4092 (Calgary, Alberta) / 905-616-8864 (Toronto, Ontario).

What is Estate Planning

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