Trust-worthy planning

In this web-exclusive series, learn about the role of trusts in the tax and estate planning process. Part one explores testamentary trusts; part two focuses on alter-ego and joint partner trusts; and part three highlights spousal trusts. Learn more about trusts in a webinar featuring Wilmot George, director of tax and estate planning with Mackenzie Financial Corp.

April 9, 2015

Steering an estate with a spousal trust

This type of trust can be especially useful for clients with blended families

  • April 9, 2015 February 21, 2019
  • 14:40

Estate planning with alter-ego and joint partner trusts

For clients 65 and older, these living trusts can provide a number of important advantages

  • April 8, 2015 February 21, 2019
  • 15:00

Navigating the new rules for testamentary trusts

Despite changes to the tax treatment of testamentary trusts, experts say they still have benefits

  • April 7, 2015 February 21, 2019
  • 15:15

Wealth planning using trusts

A review of the key types of trusts and how they are used in financial planning

  • March 23, 2015 February 19, 2019
  • 09:15