𝗧𝗿𝘂𝘀𝘁 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗶𝘀 𝗽𝗼𝘄𝗲𝗿𝗳𝘂𝗹 in Canada #yogeshsheta #immunisfinancials #canadianfinance

𝗧𝗿𝘂𝘀𝘁 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗶𝘀 𝗽𝗼𝘄𝗲𝗿𝗳𝘂𝗹, but structure alone isn’t the finish line.
You’ve set up (or are considering) a trust to safeguard family wealth.
Smart move. Now make sure the timing of taxes and the source of cash are equally dialed in.

Here are the essentials, plain and simple:

𝗜𝗻𝘁𝗲𝗿 𝘃𝗶𝘃𝗼𝘀 𝗳𝗮𝗺𝗶𝗹𝘆 𝘁𝗿𝘂𝘀𝘁𝘀:
No tax is triggered at your death because you don’t own the assets—the trust does.

𝟮𝟭-𝘆𝗲𝗮𝗿 𝗿𝘂𝗹𝗲:
Every 21 years, the trust is deemed to sell its assets at fair market value even if nothing actually sells.

𝗔𝗹𝘁𝗲𝗿 𝗲𝗴𝗼 & 𝗷𝗼𝗶𝗻𝘁 𝗽𝗮𝗿𝘁𝗻𝗲𝗿 𝘁𝗿𝘂𝘀𝘁𝘀:
Their main tax event occurs at death, not year 21.

If the trust holds business shares, real estate, or investments, the amount due can be significant, and it often arrives at an inconvenient time.

That’s why I pair trusts with life insurance:

𝗪𝗵𝗲𝗿𝗲 𝘁𝗼 𝗼𝘄𝗻 𝗶𝘁?
In the trust or your corporation (properly structured).

𝗪𝗵𝘆 𝗱𝗼𝗲𝘀 𝗶𝘁 𝘄𝗼𝗿𝗸? |
It provides tax-free liquidity exactly when it’s needed, so you’re not forced into fire sales of your core assets to cover the bill.

Bottom line:
𝗧𝗿𝘂𝘀𝘁 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗽𝗿𝗼𝘁𝗲𝗰𝘁𝘀 𝘆𝗼𝘂𝗿 𝗹𝗲𝗴𝗮𝗰𝘆. 𝗟𝗶𝗳𝗲 𝗶𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲 𝗽𝗿𝗼𝘁𝗲𝗰𝘁𝘀 𝘁𝗵𝗲 𝘁𝗿𝘂𝘀𝘁.

If you’ve built the structure for yourself or for your clients (accountants/lawyers), the next step is a clear funding plan.

✨ 𝗦𝗮𝘃𝗲 𝗶𝘁. 𝗥𝗲𝗽𝗼𝘀𝘁 𝗶𝘁. 𝗦𝗵𝗮𝗿𝗲 𝗶𝘁.

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Yogesh Sheta, your trusted Canadian financial advisor specializing in corporate insurance, tax strategies, estate solutions, and succession planning.

I help dentists, business owners, incorporated professionals, and high-net-worth families simplify complex financial decisions and protect their legacy.

On this channel, you’ll learn about:

Corporate-owned life insurance strategies
Succession & estate planning (trusts, estate freezes, shareholder agreements)
Corporate structuring & holding companies for tax efficiency
Risk management & practice-specific strategies for dentists and entrepreneurs

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