Estate Planning

CRA releases new form for reporting beneficial ownership of trusts

Estate Planning

CRA releases new form for reporting beneficial ownership of trusts

Trustees must use Schedule 15 to report names, addresses and tax information numbers for beneficiaries

By Rudy Mezzetta |June 30, 2023

3 min read

Feds release draft changes to pension rules for “unlocatable” members

Estate Planning

Feds release draft changes to pension rules for “unlocatable” members

Draft rules are intended to help administrators match beneficiaries with unclaimed pension benefits

By Rudy Mezzetta |June 27, 2023

2 min read

Decorative pattern

Estate Planning

CRA says trustees must report on contingent beneficiaries too

Agency requires names, addresses and taxpayer information numbers under expanded trust reporting rules

By Rudy Mezzetta |June 22, 2023

3 min read

How employee ownership trusts limit estate planning

Estate Planning

How employee ownership trusts limit estate planning

Challenges for business-owner clients include taxable disposition and compliance costs

By Matt Trotta |June 21, 2023

5 min read