Dissecting Trusts with Jamie Golombek

beyond MD with Dr. Yatin Chadha

Yatin Chadha द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Yatin Chadha या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।

1+ y ago 32:37

MP3•एपिसोड होम

Jamie Golombek is back!!! This time to discuss a frequently requested topic: TRUSTS
Outline:
Jamie's background (1:48)
Basic overview of trusts (3:15)
Big picture: why would one want to open a trust? (6:12)
Trusts nitty gritty (contributions, assets, taxes, corporate transfers) (7:45)
Income splitting using a trust (11:09)
Tax implications for trust income (14:45)
Investment strategies for a trust (15:47)
Deferral of capital gains (16:42)
Estate freeze - mechanics & role of a trust (17:50)
Other trusts: alter ego, joint partner, foreign inheritance (20:35)
A few notes on charitable gifting (24:45)
The current landscape in advanced tax planning (26:46)
Who benefits from a trust, how much $$ do you need? (28:56)
Parting words, advice for 2023 (30:03)
Jamie's article on trusts: https://www.jamiegolombek.com/media/in-trusts-we-trust-en.pdf
YouTube Videos for this Episode:
https://www.youtube.com/watch?v=y14V8TFUOwU&t=28s
https://www.youtube.com/watch?v=yT9gw7ZgB7s&t=10s
My links:
https://www.linkedin.com/in/yatin-chadha-29074b109/

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