Ep. 67 - Using Trusts to Transition Wealth & Minimize Taxes
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Ep. 67 - Using Trusts to Transition Wealth & Minimize Taxes
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In this in-depth episode, Winnie Lau sits down with Chris Thompson of Equitable Life of Canada for Part 2 of their trust series — this time diving deep into how to actually implement trusts in Canada.
You’ll learn:
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How trusts work with corporations, sole proprietorships, and partnerships
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The difference between an estate freeze, a Section 85 rollover, and a Section 86 freeze
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How to keep more of your wealth by minimizing taxes when passing your business, farm, or ranch to the next generation
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Why Canadian farmers and ranchers have unique advantages in wealth transition
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The critical role of your advisory team — and why one person must coordinate the process
Whether you’re an entrepreneur, farmer, rancher, or simply looking to secure your legacy, this episode shows you how to align trusts, IBC, and tax planning to protect your family wealth.
Catch EPISODE 65 for Part 1 first if you’re brand new to trusts!
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