Family Trust

Family Trust

Business owners of all industries use a family trust to take advantage of a number of financial and tax saving strategies such as:

  • Income-split with family members
  • Multiply the Life-Time Capital Gains Exemption
  • Creditor Proof assets
  • Estate and Succession Plan
  • Secure a loved one who has a disability

Taxation Services Available To You

We offer a variety of services to arrange a valid family trust for your business. Starting off, our team will determine if a family trust meets your objectives and how it can save you taxes. We will work with your legal counsel to properly construct the family trust deed. Additionally, our staff will assist you in identifying the exact details in regards to the beneficiaries, settlor and trustees’ of the your trust. Lastly, we will explain how to maintain and operate the trust through a tax planning meeting.

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