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Table Of Contents

Publisher’s Note
About the Authors
Acknowledgements
Introduction
1.1 Who Should Use This Resource Guide?
Summary
2.1 Asset Limit:
2.2 Asset Limit Exemptions:
2.3 Things NOT to do:
2.4 How Can a Trust Help?
2.5 Wills Variation Act:
3.1 What is a Trust?
3.2 When Does a Trust Come into Effect?
3.3 Discretionary Trust:
3.4 Non-Discretionary Trust:
3.5 About the Two trusts:
3.8 How is a Trust Taxed?
4.1 Items a Trust Can Pay For:
4.2 Payments From the Trust:
4.3 PWD Eligibility for Programs and Benefits:
Summary:
5.2 Duties of a Trustee:
5.3 Trustee Fees:
5.4 Choosing a Person to be a Trustee:
5.5 Choosing a Non-Profit Society to be a Trustee:
5.6 Choosing a Trust Company to be a Trustee:
5.7 Professional Fund Manager:
5.8 Letter to Trustee in a Discretionary Trust
5.9 Appointing New Trustees:
5.10 What Types of Investments Can Trustees Make?
5.11 Immediate Beneficiary:
5.12 Liability of a Trustee:
6.1 Purpose of the DTC:
6.2 Benefits of Applying for the DTC
6.3 DTC Eligibility:
6.4 Why Few People apply for DTC Certification:
6.5 DTC transferred to a Supporting Relative:
Part 7: When a Beneficiary turns 65
8.1 List of Steps:
8.2 Trust Record:
Part 9: Pre-Trust Questionnaire
Part 10: Sample Trust Agreement
C.1 Non-Profit Organizations:
C.2 Lawyers who know about Trusts:
C.3 Accountants who know about Trusts:
C.4 Other:
C.5 Local MEIA Offices:
C.6 Books on Estate Planning:
C.8 Quick Reference Phone Numbers:
Appendix D: Glossary of Relevant B.C. Legislation
Appendix E: Definitions
Appendix F: Bibliography and References
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How to Create a Trust

How to Create a Trust

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Published by jgsellers

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Published by: jgsellers on Oct 04, 2013
Copyright:Attribution Non-commercial

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