Valuation of interests in discretionary trusts

Date: January 08, 2019

Speaker: J. Andre Rachert

Andre started his practice in Vancouver as legal counsel in the Tax Litigation section of the Federal Department of Justice. Since moving to Victoria in 1998, Andre has worked as a tax specialist in the private sector.

Over the last fifteen years Andre has become a fixture in the Victoria tax community. Other advisors have come to rely on his extensive experience in resolving income tax and GST disputes. He also acts as defence counsel in tax evasion cases. A focal point of his dispute resolution practice is providing litigation support and advice to other lawyers, accountants, and financial advisors as well as correcting planning and transaction errors in a tax-efficient manner.

Andre has taken the time to develop a planning practice that focuses on tax efficient corporate and estate planning, buying and selling businesses, and post-mortem estate variations. He has provided tax planning services to clients in Canada, the United States, the Middle East, Central America, and Asia.

J. A. Rachert of Cook Roberts LLP will discuss recent case law interpreting sections  83, 84 and 85 of the Family Law Act (“FLA”).  Does a beneficial interest in a discretionary family trust have nominal value?   What should estate planners tell their clients about the FLA?

Valuation of interests in discretionary trusts


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