Forward in 60 · Video
Session #5 - MR13/26 Trust & Estate Practitioner - Kayla Thompson
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Special guest Kayla Thompson joined us to answer the questions we hear most often from clients and explained how trusts are actually used in real family planning situations. Here are a few key ideas from the conversation: • What a trust really is and how it works • When families use trusts as part of estate planning • How trusts help manage inheritances for children and spouses • How insurance can be structured inside a trust to protect family capital • The 21-year tax rule that trusts need to plan around • Choosing trustees, and why a co-trustee can help • How a family trust can help when selling a business Kayla also shared why it pays to work with a trusts and estates practitioner (TEP) in your province.
