Troy McEachren is a panelist at the online broadcasts Speakers’ Series by the Society of Trust and Estate Practitioners (STEP) Canada.
Trust Me for Now But Not Forever: Trust Variation, Amendment, and Potential Tax Consequences
Although trust variations and amendments are becoming more common, their pitfalls and potential tax consequences have yet to be fully explored. Panelists review trust variation and amendment legislation throughout the country, including the laws of Quebec and British Columbia’s wills variation legislation. They also discuss the potential income tax impact of trust variations and amendments, and review the current policies of the CRA and Revenu Québec.
Paul Taylor, LLB, TEP, Ottawa: Borden Ladner Gervais LLP; Chair, STEP Ottawa
Clare Burns, LLB, LLM, TEP, Toronto: WeirFoulds LLP
Deidre Herbert, LLB, Vancouver: McLellan Herbert
Troy McEachren, BCL, LLB, TEP, Montreal: Miller Thomson LLP
12 noon – 1:15 p.m. ET
October 13, 2020