Use of Inter Vivos Trusts in Estate Planning
David J. Mifsud
Associate, Estate, Business, and Charity Law
Ross & McBride LLP
This session will define and explore the different types of inter vivos trusts and when they may be relevant in planning for your client. We will look at the effect of recent changes in tax law on the use of inter vivos trusts.
David is an associate in the Estate Law Group at Ross & McBride LLP. He advises clients regarding estate planning and estate administration. David has expertise in the creation of specialized trusts, such as disability trusts, environmental land trusts, and employee benefits trusts. He also practises in the areas of Charity and Not-for-Profit Law and Business Law. David’s corporate and charitable knowledge aids him in estate planning for clients with private business corporations and charitable intentions.