Home Submitted by: Jennifer Poon, CPA, CA, CFP, Director, Advanced Planning – Wealth, Sun Life Financial

Submitted by: Jennifer Poon, CPA, CA, CFP, Director, Advanced Planning – Wealth, Sun Life Financial

What happens when an attorney sets up an inter vivos trust for a donor under a power of attorney? Follow Frank’s situation to see how common these scenarios can be, along with the benefits, disadvantages and considerations.

  • November 3, 2015 September 24, 2018
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A new process has been added to the Ontario Estate Administration Tax Act. Find out what this means for trustees, practitioners and clients, and who could be held accountable.

  • September 1, 2015 September 24, 2018
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