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ARTICLE · 20 AUGUST 2020

Using Trusts When You Lose Trust In Your Loved Ones

O'Sullivan Estate Lawyers LLP
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Trusts are often looked to in estate and wealth planning because of the potential tax advantages they can afford.

CanadaFamily and Matrimonial
O'Sullivan Estate Lawyers LLP
O'Sullivan Estate Lawyers LLP
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Trusts are often looked to in estate and wealth planning because of the potential tax advantages they can afford. Some of these tax advantages, including probate tax and income-splitting opportunities, have been examined in a previous blog post "Sometimes it is about the tax - inter-vivos trusts and spousal loans." as trust assets are not subject to probate upon death of the settlor, they are not subject to probate tax - referred to as Estate Administration Tax in Ontario - which, based on Ontario's current rate of approximately 1.5%, can result in substantial tax.

The advantages of trusts, however, are not limited solely to relieving tax headaches - trusts can also help with more personal headaches, such as problematic beneficiaries!

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