CBA Wills, Estates & Trusts Subsection The Tax ... - Stewart McKelvey

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Purpose of This Presentation

• presentation is not designed for the

experienced estate or tax planner

• rather, it seeks to identify a few planning

points that may be of assistance to the

non-specialized tax practitioner and the

general estate planning practitioner

• not a comprehensive review

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BURSEY v. ACADIA MOTORS LTD. - Stewart McKelvey

Purpose of This Presentation • presentation is not designed for the experienced estate or tax planner • rather, it seeks to identify a few planning points that may be of assistance to the non-specialized tax practitioner and the general estate planning practitioner • not a comprehensive review

Facts • client arrives at your office for a scheduled appointment • announces himself as Bond, James Bond • advises he retired from Universal Exports some years ago and moved to Nova Scotia with his wife, Vesper. He is now 60 and she is 58. Both are Canadian citizens. • two children, Daniel and Eva, 30 and 28 • no grandchildren • Daniel runs his own incorporated business

Page 1: CBA Wills, Estates & Trusts Subsect
Page 5 and 6: Facts (cont’d) • James financia
Page 7 and 8: The Tax Planned Will • see Sample
Page 9 and 10: Questions

CBA Wills, Estates & Trusts Subsection The Tax ... - Stewart McKelvey

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