Estate Planning

Total 1075 Posts

Testamentary Charitable Remainder Trusts

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Trusts are balancing acts. The balance is especially challenging when there is a mixture of family and charitable beneficiaries that occurs with certain testamentary trusts. The classic scenario is a testamentary charitable remainder trust. A spouse is income and capital beneficiary for life and one or more charities receive the remainder interest…..

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Estate Planning, Philanthropy/Charitable Giving

Bozzer Wins! More Interest Relief Available under Fairness Provisions

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While in my last few blogs I’ve focused on knowing when your will plan isn’t simple, today I’ve asked my partner, David Fox to blog on a recent development in the fairness provisions applied by Canada Revenue Agency. David is a partner in our Tax group. He brings to your attention what practitioners consider to be a welcome clarification of the fairness provisions available to taxpayers who may owe interest in respect of income taxes owing from tax years ten or more years old. What follows comes to you from David…….

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Estate Planning
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