Estate Planning
Nov 18, 2024
Bare Trusts in Canada: Benefits & 2024 Tax Changes
Learn how bare trusts work in Canada. Discover key benefits, tax implications, and new 2024 CRA reporting exemptions.
Probate is an often misunderstood part of settling an estate, and it can make an already difficult time even more challenging for grieving loved ones.
We’re here to demystify probate and show you when and how it does and doesn’t apply. And we'll explain how with thoughtful planning, the impact of probate can be significantly reduced or even avoided altogether.
What we'll cover in this workshop:
...and much more.
Below you'll find a recording of the workshop that you can watch any time that's convenient for you. Have a watch, and if you have any questions and want to speak to an expert estate professional, don't hesitate to book a free consultation.
Presented by:
Sara Hillier, TEP, MTI
Director, Estate Solutions & Partnerships
Safiyya Vankalwala, Senior Estate Professional
Ontario Regional Lead
There were two polls conducted during the webinar which are not viewable in the video. The results of the polls are:
Question 1: Yes 54% | No 18% | not sure 28%
Question 2: Yes 77% | No 8% | not sure 15%
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