Trusts, Gifts, Estates… Why Tax Planning is a Family Matter

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Trusts, Gifts, Estates… Why Tax Planning is a Family Matter

Trusts, Gifts, Estates… Why Tax Planning is a Family Matter

Please join Vice President and Investment Counsellor Greg Dowdall in conversation with three Partners from Rosenswig McRae Thorpe LLP. During this conversation, Michelle Koscec, Tony Rosso, and Dustin Jainaraine will discuss tax opportunities that exist across generations as they share an overview of vehicles and strategies such as family trusts, gifting, the use of holding companies, and estate freezes. The presentation will be followed by an opportunity for live questions.