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Good morning,

Earlier this week we hosted a tax and estate focused  “What you need to know for 2022” presentation.  Topics included trust filing requirements, medical assistance in dying, trusted contact person requirements, and review of recent estate litigation case studies.  Attached is the full deck which also includes additional slides on creditor protection.   Linked below are advisor and client friendly pieces that may be useful for your client conversations.

CLICK HERE to watch the replay.

TREPS pieces:

• Understanding Trusts and Contract Held in Trust
  • Trust Beneficiary Reporting Deferred for One Year
• Guarding Beneficiary Designations: Recent Developments
• Guarding Beneficiary Designations: Impacts of the Mak Estate Decision
• Are Your Investments Protected from Creditors
• Creditor Protection: Top 10 Tips for Business Owners

Thank you and please feel free to reach out if you have any questions.

Sophia Lee
Senior Business Development Manager
Manulife Investment Management