[{"data":1,"prerenderedAt":34},["ShallowReactive",2],{"course-ppp106-en":3},{"id":4,"title":5,"body":6,"description":10,"extension":14,"meta":15,"navigation":28,"path":30,"seo":31,"stem":32,"__hash__":33},"course/course/ppp106.md","Use of Trusts in Tax & Estate Planning",{"type":7,"value":8,"toc":9},"minimark",[],{"title":10,"searchDepth":11,"depth":12,"links":13},"",1,2,[],"md",{"uid":16,"type":17,"date":18,"short_description":19,"enroll_link":20,"kb_link":21,"price":22,"discount_amount":23,"discount_expiration":23,"topics":24,"why_you_should_learn_":25,"what_you_ll_learn":26,"provider":27,"show_on_knowledge_centre_homepage":28,"contact_phone_number":23,"hide_work_towards_the_mfa":29,"hide_what_s_included":29},"ppp106","course","2020-09-01T02:59:16+0000","Learn basic trust mechanics — how to distinguish the key parties to a trust, the legal status a trust enjoys, and how to use trusts to exert control — and, most importantly, how the new rules around bare trust filings and capital gains inclusion rates affect trust structures. Through case studies you'll identify client situations where income tax savings can be generated, develop a consistent process for trust planning across many kinds of trusts (bare, inter vivos, charitable remainder, alter ego and joint partner, insurance and RRSP, spousal, and trusts for disabled beneficiaries), and weigh alternatives to trust structures in tax and estate planning.","https://www.knowledgebureau.com/enrol/cart.php?prod=SEP0324&discountcode=INTEGRIS","https://learn.knowledgebureau.com/courses/use-of-trusts",995,null,"Basic Trust Mechanics\nTrusts as Mechanisms to Exert Control\nBasic Tax Treatment\nTestamentary Trusts\nInter Vivos Trusts\nCharitable Remainder Trusts\nAlter Ego and Joint Partner Trusts\nInsurance and RRSP Trusts\nSpousal Trusts\nTrusts for Disabled Beneficiaries","Trusts are used on an ever-increasing basis to plan for wealth and succession objectives for medium and high worth clients. An advisor who can assist with that process enjoys the oppor­tunity to nail down long-term, intergenerational connections with clients and their families.","You will come to understand the basics of trusts and learn how to explain them to clients.\n\nYou'll also learn how to avoid probate fees using alter ego trusts and RRSP trusts, and reduce income taxes using charitable remainder trusts, estate freezes, and testamentary trusts.\n\nAmong the subjects covered is learning how to protect children from gold-diggers, protect wealth from creditors, and safeguard beneficiaries from poor financial judgment using control designed trusts.\n\nAlso covered is learning to help clients with disabled beneficiaries.\n\nIdentifying opportunities and needs for insurance products as part of trust planning is a subject area as well.","Knowledge Bureau",true,false,"/course/ppp106",{"title":5,"description":10},"course/ppp106","R64cLpmFDIp5XSrhWXt7cfrRZjtCzb_4LwamcsXf7ks",1784693847484]