Let’s Talk About Trusts

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Damian McGrath, Senior Trust Advisor with Raymond James Trust, joins the Advantaged Investor to discuss trusts, including:
1. What is a trust?
2. When should a person consider a testamentary trust?
3. What about lifetime trusts, when might these be used?
4. Is a trust about tax?
5. Who should be a trustee?

Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., member – Canadian Investor Protection Fund and member of the Canadian Investment Regulatory Organization (CIRO).

Securities-related products and services are offered through Raymond James Ltd. Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund. Raymond James' Estate and Trust Services are offered by Solus Trust Company and Raymond James. Trust (Québec) Ltd. Solus Trust Company (“STC”) provides services in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario. Raymond James Trust (Québec) Ltd. (“RJTQ”) provides services in the province of Québec. Services provided by STC and RJTQ are not covered by the Canadian Investor Protection Fund. STC and RJTQ are affiliates of Raymond James Ltd.

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Let’s Talk About Trusts

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