Lifetime Trusts

Our team of specialists can help integrate your personal trust, tax, and estate planning, helping find ways to minimize probate taxes and ensure your personal wealth is passed on according to your wishes.

To find out more:

Call us Toll-free at 1-888-887-3388

Or contact one of our offices to find out more about our services

Features:

Services available for simple to complex needs for individuals with liquid assets over $1,000,000;
Ensure the trust structure and document accurately reflect individual wishes
Act as trustee on an ongoing basis
Protect and administer all assets of the trust including management of investments, safekeeping of securities, collecting and distributing income to beneficiaries
Oversee accounting, tax planning and administration
File required trust income tax returns and pay bills
Attend to ultimate distribution of the trust

Benefits:

Tax advantages and other benefits can be gained through strategic estate planning and lifetime trust services
Protection of those unable to manage their own financial affairs

Note: All Trust & Estate services (except offshore trust services) are provided by HSBC Trust Company (Canada).