Association Meeting – Use of Trusts – “The reports of my death are greatly exaggerated”

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Date/Time
Date(s) - October 6, 2022
8:30 am - 10:15 am

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Guest Speaker Yogesh Bhathella

The presentation revisits the use of trusts in light of the significant tax and non-tax-related legislation changes impacting estates and trusts. The session highlights the following:

  • Benefits of the using trusts in estate and tax planning
  • Significant issues to consider in estate and trust planning
  • Review current tax reporting issues for trusts and the significant changes for 2022.

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