Bequeathing qualifying shares: to trust or not to trust
Use of spousal trust or common-law partner trusts Setting up a spousal or common-law partner trust is a very important decision that generally results from non-tax reasons. One of the common reasons for setting up this type of trust is to protect the surviving spouse from influencers who might try to gain access to the surviving spouse’s inherited assets. The set-up of a spousal or common-law partner trust can provide….
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Business Succession Planning, Estate Planning, Small Business, Spouse, Succession Planning, Trusts
