Jamie Golombek is back!!! This time to discuss a frequently requested topic: TRUSTSOutline:Jamie's background (1:48)Basic overview of trusts (3:15)Big picture: why would one want to open a trust? (6:12)Trusts nitty gritty (contributions, assets, taxes, corporate transfers) (7:45)Income splitting using a trust (11:09)Tax implications for trust income (14:45)Investment strategies for a trust (15:47)Deferral of capital gains (16:42)Estate freeze - mechanics & role of a trust (17:50)Other trusts: alter ego, joint partner, foreign inheritance (20:35)A few notes on charitable gifting (24:45)The current landscape in advanced tax planning (26:46)Who benefits from a trust, how much $$ do you need? (28:56)Parting words, advice for 2023 (30:03)Jamie's article on trusts: https://www.jamiegolombek.com/media/in-trusts-we-trust-en.pdfYouTube Videos for this Episode:https://www.youtube.com/watch?v=y14V8TFUOwU&t=28shttps://www.youtube.com/watch?v=yT9gw7ZgB7s&t=10sMy links:https://www.linkedin.com/in/yatin-chadha-29074b109/[email protected]
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