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This session offers a comprehensive look at the Canadian income tax implications at every stage of a trust's existence. The speaker will share best practices and risk management strategies.

We will begin with the creation of the trust, covering crucial initial decisions like identifying the settlor and trustee(s) and determining the funding method. Next, we will explore trust administration, focusing on asset management, annual tax reporting, and distributions to beneficiaries. The discussion will distinguish between taxable distributions and tax-free amounts, emphasizing compliance with the trust deed and legal requirements, and planning for the crucial 21st anniversary.

Finally, we will cover the winding-up of the trust. This final stage involves securing clearance certificates, filing final tax returns, and managing the allocation of any remaining income or gains. The session will also address potential capital gains on asset distribution and the process of releasing and indemnifying the trustee(s).

This presentation goes beyond the fundamentals, providing insight and analysis into the more nuanced situations faced by trustees and their advisors.

Individual Seminar Pricing: Members $100 | Active Students/Affiliates/Associates $75 | Non-Member $125

ATTENTION STUDENTS!
Kick off the day with a special student session hosted by Troy McEachren before this seminar at the Saskatoon Club.

👉 Click here for more details

IMPORTANT NOTICES:

1. This watch party is included in the 2025-26 Branch Bundle. For more information on the STEP Saskatchewan Branch Bundle, click here. Individual seminar registration provides access to the in-person seminar only.

2. Delegates must sign-in at the registration desk upon arrival to the venue to receive CPD/CE credits.

A big thank you to our dedicated sponsors for their continued support.

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