Troy McEachren is a panelist at the online broadcasts Speakers’ Series by the Society of Trust and Estate Practitioners (STEP) Canada.
Title
Trust Me for Now But Not Forever: Trust Variation, Amendment, and Potential Tax Consequences
Topic
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.
Moderator
Paul Taylor, LLB, TEP, Ottawa: Borden Ladner Gervais LLP; Chair, STEP Ottawa
Speakers
Clare Burns, LLB, LLM, TEP, Toronto: WeirFoulds LLP
Deidre Herbert, LLB, Vancouver: McLellan Herbert
Troy McEachren, BCL, LLB, TEP, Montreal: Miller Thomson LLP
Time
12 noon – 1:15 p.m. ET
Event dates
October 13, 2020
