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

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The Tax Planned Will

• see Sample No.2

• key issues:

1. executors and trustees (clauses 3 and

11(k))

2. insurance trust (clause 4)

3. RRSP trust (clause 5)

4. family trust provisions (clause 6)

5. personal articles distributed outside

residue trust (clause 7(c))

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The Non-Tax Planned Will • see Sample No.1 • outright distribution to spouse with gift over to children equally • no testamentary trusts except for grandchildren until age 21 • no express authority to do any postmortem tax planning

The Tax Planned Will • see Sample No.2 • key issues: 1. executors and trustees (clauses 3 and 11(k)) 2. insurance trust (clause 4) 3. RRSP trust (clause 5) 4. family trust provisions (clause 6) 5. personal articles distributed outside residue trust (clause 7(c))

Page 1 and 2: CBA Wills, Estates & Trusts Subsect
Page 3 and 4: Facts • client arrives at your of
Page 5: Facts (cont’d) • James financia
Page 9 and 10: Questions

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

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