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KELOWNA ESTATE PLANNING SOCIETY

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  • Recent Updates to Trust Reporting Rules and Other Estate Planning Measures

Recent Updates to Trust Reporting Rules and Other Estate Planning Measures

  • 12 Nov 2024
  • 5:30 PM - 8:00 PM
  • Coast Capri

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Nicole Watson presents Recent Updates to Trust Reporting Rules and Other Estate Planning Measures

The presentation will go over the newly drafted legislation issued August 12, 2024, discussing the new proposed rules of what types of trusts will now be required to file tax returns for 2024, 2025 and future years,  as well as unexpected legislation that may impact post-mortem estate plans.

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