Strategic Use of Trusts in Tax and Estate Planning provides comprehensive and concise coverage of practical strategies and tactics to maximize the use of trusts in tax, estate, and financial planning.
The 3rd edition is fully updated and comments in detail on the many areas that have significantly changed since the previous edition (from 2016): tax on split income (TOSI), US estate tax developments, principal residence exemption changes, and much more. Here are just some of the topics that are covered in depth in this new edition.
Caroline Rhéaume, LL.L., M.fisc., TEP, has her own firm and specializes in Canadian, American, and French tax and estate planning, the use of trusts, incentive compensation of senior management, and expatriate taxation. She also developed an expertise in the taxation of investments. She provides tax consulting services to high-net-worth individuals and families, and oversees the coordination and administration of these services across Canada, France, and the United States. Caroline gained her international experience working with multinational clients of all sizes. She was also the first professional from the province of Quebec to have completed the Seven Stages of Money Maturity program offered by the Kinder Institute that trains and coaches financial advisors worldwide.
Ms. Rhéaume is the author of the best sellers Utilisation des fiducies en planification fiscale et financièreand Stratégies de planification utilisant des fiducies, two books also published by Wolters Kluwer. In addition to implementing strategies proposed in her books, Ms. Rhéaume frequently presents at conferences and regularly writes tax articles for Wolters Kluwer.