Use of Trusts and Beneficiary Designations for the Average Wealth Client

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Estate practitioners have a variety of planning tools to assist them in creating estate plans that are well-suited to each client. This paper highlights a number of those tools available to estate practitioners, including beneficiary designations, spousal trusts, basic testamentary trusts, discretionary family trusts, alter ego and joint spousal trusts, and inter vivos discretionary family trusts..

This paper is part of a collection presented at LESA’s Estate Planning for the Average Wealth Client program in Edmonton on November 29, 2017 and in Calgary on December 6, 2017.

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