How to Manage Your Cash to Increase Your Net Worth

Learn about the trust structure in Canada in this free expert guide.

The guide provides an overview of the structure of a trust, the advantages of a tax structure as a vehicle for income splitting and tax planning for residents of Canada, and the characteristics of specific types of discretionary trusts, such as:

• spousal (family) trusts;
• trusts for minor children;
• trusts for adult children;
• trusts for long-term maintenance of a handicapped child;
• spendthrift trusts.

The Trust Structure in Canada is information for Canadian residents and is copyright by the author.

Learn about the various trust structures available to Canadians, and their tax benefits to the individual or business.

• This guide contains information on:
  • family trusts (bearer, inter vivo or "living" trusts and testamentary),
  • real estate investment trusts (REITs),
  • royalty trusts,
  • income trusts.
• The guide contains information relevant to Canadian residents and is available in Adobe PDF format.

If you require a Personal Net Worth Statement from a client before supplying services to that client, then this digital template form is ideal for you.

• When filling out the form, the client is asked to provide information concerning all present assets, liabilities and financial details.
• Also included is a Disclosure and Release Statement, authorizing the use of the information for certain specific purposes.
• The form is generic (not country specific) and can be used anywhere. It's also customizable so you can tailor it to your unique business.
• Available as a downloadable MS Word form.