Role of the Trustee and Disability Trusts

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This webinar has been recorded and divided into short videos available to everyone.

Videos include:

1. Introduction into the Role of the Trustee and Disability Trusts
2. What is a trust?
3. Trust Vehicles
4. Elements of a Trust: Discretionary vs Non Discretionary
5. Understanding How Trusts Work in Relation to the Ministry
6. Choosing a Trustee
7. Trustees Fees and Expenses
8. Role of the Trustee and Disability Trusts
9. Accounting for Beneficiary
10. Filing Tax Returns
11. QDT Planning Implications
12. QDT Qualification
13. Making the Trust Work
14. Qualified Disability Trust
15. General Duties in the Administration of a Trust
16. Access to Funds
17. Permitted Expenditures from a Trust
18. Final Words of Advice