• About
  • Offices
  • Careers
  • News
  • Students
  • Alumni
  • Payments
  • EN | FR
Background Image
Bennett Jones Logo
  • People
  • Expertise
  • Knowledge
  • Search
  • FR Menu
  • Search Mobile
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z
View all
Practices
Corporate Litigation Regulatory Tax View all
Industries
Capital Projects Energy Funds & Finance Mining View all
Advisory
Crisis & Risk Management ESG Strategy and Solutions Governmental Affairs & Public Policy
View Client Work
International Experience
Insights News Events Subscribe
Quarterly M&A Insights Quarterly Fintech Insights New Energy Economy Series ESG & the CIO
Business Law Talks Podcast Economic Outlook Class Actions: Looking Forward
People
Practices
Industries
Advisory Services
Client Work
About
Offices
News
Careers
Insights
Law Students
Events
Search
Alumni
Payments
Subscribe

Stay informed on the latest business and legal insights and events.

LinkedIn LinkedIn Twitter Twitter Vimeo Vimeo
 

Tax Planning Strategies in a Market Downturn: Trusts

June 12, 2020

Download PDF

     
Download PDF Tax Planning Strategies in a Market Downturn: Trusts

Martin Sorensen, Marshall Haughey and Hennadiy Kutsenko write part two in a three-part series in The Lawyer’s Daily on select tax planning strategies that make use of the market downturn or otherwise mitigate its impacts.

Part two looks at asset-protection measures that taxpayers may wish to undertake when worried about possible lawsuits or creditor claims. These include:

  • trusts as creditor protection tool;
  • separate ownership of business property; and
  • secured loans to operating company.

In the first part of the series, they discuss estate freezes and income splitting. Part three will outline certain tax considerations relevant where businesses are in a tough economic climate, such as loss utilization and debt forgiveness.

This article was originally published by The Lawyer’s Daily (www.thelawyersdaily.ca), part of LexisNexis Canada Inc.

Key Contacts

  • Marshall R. Haughey Marshall R. Haughey, Partner
  • Hennadiy  Kutsenko Hennadiy Kutsenko, Associate

Beyond Succession Podcast: Navigating Family Enterprises

Related Links

  • Insights
  • Media
  • Subscribe

Related Expertise

  • Tax
  • Tax Litigation & Dispute Resolution
  • Wills, Estates & Trusts

Recent Posts

In The News

Merging Into the Future of the Energy Transition

September 25, 2023
       

In The News

Regulatory Challenges in Energy Transition

September 25, 2023
       

Announcements

Caroline Poirier Joins Bennett Jones as Partner in Montréal

September 19, 2023
       

Announcements

Richard Burgos Joins Bennett Jones as Partner in Montréal

September 19, 2023
       

In The News

There's A Lot of Optimism Around Profitability in Energy

September 19, 2023
       

Announcements

Bennett Jones a Champion Sponsor of Invictus Games Vancouver Whistler 2025

September 18, 2023
       

Announcements

Emmanuelle Demers Joins Bennett Jones as Partner in Montréal

September 14, 2023
       

Articles

Bennett Jones on Tax Disputes—September 2023

September 12, 2023
       

In The News

Alleged Forced Labour Investigations Highlight Importance of Engagement With CORE

September 12, 2023
       
Bennett Jones Centennial Footer
Bennett Jones Centennial Footer
About
  • Leadership
  • Diversity
  • Community
  • Innovation
  • Security
  • History
Offices
  • Calgary
  • Edmonton
  • Montréal
  • Ottawa
  • Toronto
  • Vancouver
  • New York
Connect
  • Insights
  • News
  • Events
  • Careers
  • Students
  • Alumni
Subscribe

Stay informed on the latest business and legal insights and events.

LinkedIn LinkedIn Twitter Twitter Vimeo Vimeo
© Bennett Jones LLP 2023. All rights reserved.
  • Privacy Policy
  • Disclaimer
  • Terms of Use
Logo Bennett Jones