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Estate Planning Council of CANADA

Stacking Lifetime Capital Gain Exemptions Using a Trust - the good, the bad, and the ugly

  • March 25, 2021
  • 12:00 PM
  • Zoom


  • Have not attended an EPC meeting before

The lifetime capital gains exemption (LCGE) in connection with the disposition of qualified small business corporation shares remains an attractive and desirable exemption.  

In this presentation we will cover: 

  1. Brief review of what the LCGE requirements are
  2. How they can be stacked using a trust
  3. How it can go sideways: beware shams, but still good news under TOSI rules
  4. If we have a federal budget at the time of the presentation, any notable changes flowing from it

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