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A Practical Guide to Estates and Trusts, 3rd Edition

A Practical Guide to Estates and Trusts provides pertinent estate and trust compliance information for professionals who complete tax returns for estates and trusts. Accountants and lawyers who provide advice on the administration of estates or trusts will find the tips and checklists provided by the author, helpful in the planning process.

Since the last edition was published, there have been substantial changes that impact estate planning in the form of budgetary pronouncements, legislative changes, new case law, and CRA administrative positions.

The new edition of A Practical Guide to Estates and Trusts has been updated to include:

  • all legislative changes to October 2010
  • new CRA administrative filing requirements
  • new CRA technical interpretations
  • new court cases with respect to trust residency determination

Other topics covered include:

  • Estate Administration
  • Calculating Income Taxes Payable
  • Income and Capital Interest in Trusts
  • Family Trusts
  • Executor's Compensation
  • Estate Accounting
  • Capital Gains Deduction
  • Allocations – Designations
  • Anti-Avoidance Rules
  • The 21-Year Deemed Disposition Rule

The author provides guidance on completing appropriate Canada Revenue Agency forms. Selected Interpretation Bulletins and Information Circulars are reproduced to further assist in the completion of the relevant forms.

 

Related Products

Implementing Estate Freezes, 3rd Edition

Estate Planning with Life Insurance, 5th Edition

Death of a Taxpayer, 10th Edition

The Estate Planner's Handbook, 4th Edition

If you would like more details about this product, or would like to order a copy online, please click here.




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A Practical Guide to eDiscovery in Canada

Bonus Feature
Your purchase includes a FREE eBook!

What's an eBook?
An eBook is a digital version of a conventional printed book. Portable and perfect for your office or home, the eBook is easy to access from wherever your business may take you. Adobe Digital Editions is a highly recommended free download eBook program designed to view and keep your eBooks organized and centralized.


Published: November 2014


A Practical Guide to eDiscovery in Canada is your one-stop resource for successful and efficient production of electronically stored information.

An essential tool for the digital age litigant, this comprehensive guide offers an understanding of key terms and processes, from initial planning and preparation through to the data gathering, production, and post-collection stages. With contributions by industry experts, it gives insider insight and practical tips on adoption of strategies, effective communication and collaboration, legislative requirements, and engagement of third-party experts to ensure efficiency, best practices, and successful risk-management.

What's included:

  • A FREE eBook
  • Convenient tables listing factors and tips for consideration at various stages of the eDiscovery process
  • A comprehensive check-list for your eDiscovery plan, start to finish
  • Appendices containing ready-to-use templates and sample documents, including an Information Technology Questionnaire, Custodian Interview Questionnaire, Litigation Hold Notice, Chain of Custody Log, Litigation Hold Notice Reminder, and Litigation Hold Release Notice
  • Summaries of important case law and its practical implications for the eDiscovery process

About the Authors
Shelby Austin, LL.B, is a Partner with Deloitte Forensic and had published and presented extensively on the topic of eDiscovery and legal outsourcing. Formerly the Founder of ATD Legal Services PC, which managed large documentary discovery and due diligence projects, and a Partner at a leading Bay Street law firm. She is the recipient of the Risings Stars (Lexpert Magazine) and Canada’s Most Powerful Women: Top 100 awards and a Member of the Sedona Canada Working Group, the E-Discovery Implementation Committee, and the Ontari

If you would like more details about this product, or would like to order a copy online, please click here.




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Humphry Repton in Hertfordshire: documents and landscapes / edited by Susan Flood and Tom Williamson

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Building Eden: the beginning of Miami-Dade County's visionary park system / Rocco Ceo, Joanna Lombard ; contemporary photography by Steven Brooke

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Habitat: Lina Bo Bardi / organização editorial, Adriano Pedrosa, José Esparza Chong Cuy, Julieta González, Tomás Toledo ; textos, Adriano Pedrosa [and fourteen others]

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Green building management and smart automation / Arun Solanki and Anand Nayyar, editors

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Brininstool + Lynch: making architecture 1989-2019 / essay by Reed Kroloff

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Landscape and infrastructure: re-imagining the pastoral paradigm for the 21st century / Margaret Birney Vickery

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Comprehensive tectonics: technical building assemblies from the ground to the sky / edited by Alexis Gregory

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UnDoing buildings: adaptive reuse and cultural memory / Sally Stone

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Of stones and man: from the pharaohs to the present day / Jean Kerisel

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Spon's estimating costs guide to finishings: painting, decorating, plastering and tiling unit rates and project costs / Bryan Spain

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A handbook of sustainable building design and engineering: an integrated approach to energy, health and operational performance / edited by Dejan Mumovic and Mat Santamouris

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Narratives of architectural education: from student to architect / James Thompson

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AAG2018: Advances in Architectural Geometry 2018 / Lars Hesselgren [and 5 others], editors

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Neuroarchitecture / Christoph Metzger ; [translated from German by Rae Walter in association with First Edition Translations Ltd, Cambridge, UK]

Rotch Library - NA2543.N48 M4813 2018




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The architecture under King Ludwig II: palaces and factories / edited by Andres Lepik and Katrin Bäumler ; with photographs by Ulrike Myrzik ; translation from German into English, Richard Toovey, Roderick O'Donovan

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Theory of gardens / Jean-Marie Morel, author ; Joseph Disponzio, Emily Cooperman, translator

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Reciprocal landscapes: stories in material movements / Jane Hutton

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Territorial justice / editors, Daniel Gethmann [and 5 others]

Rotch Library - NA2543.S6 T47 2019




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Spon's estimating costs guide to roofing: unit rates and project costs / Bryan Spain

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Spon's estimating costs guide to minor works, alterations, and repairs to fire, flood, gale, and theft damage / edited by Bryan Spain

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An economic history of the English garden / Roderick Floud

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Computer architectures: constructing the common ground / edited by Theodora Vardouli and Olga Touloumi

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Spon's estimating costs guide to plumbing and heating: unit rates and total project costs / [edited by] Bryan Spain

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Speaking of buildings: oral history in architectural research / Janina Gosseye, Naomi Stead, and Deborah van der Plaat, editors

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Architecture and fire: a psychoanalytic approach to conservation / Stamatis Zografos

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