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Our goal:

To assist you in implementing the necessary structures for

the protection of your assets and well-being...

Discretionary Trust

Congratulations, you have chosen a Discretionary Trust.

An undefined tax term that generally refers to a trust in which the trustees have the power, at their discretion, to determine which beneficiary or beneficiaries are entitled to the income or capital of the trust. The beneficiaries of a discretionary trust are commonly referred to as discretionary beneficiaries (for example: "The trustees shall have the power to determine, in their sole discretion, the share of the beneficiaries with respect to the income and capital of the trust...").

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Protection against legal actions

The main objective is to protect an individual's assets from potential creditors, except for existing or known claims and lawsuits at the time of establishing the trust. The trust is established during the taxpayer's lifetime.

Tax reduction

For centuries (over 400 years), trusts have served as a tool for estate planning, asset protection, and wealth transfer. Several tax and strategic management features of trusts allow for the reduction, deferral, and sometimes even elimination of income tax.

Asset protection

Transferring or donating to a trust allows for the protection of assets such as money, real estate, land, musical instruments, artwork, cultural property, environmentally sensitive assets, etc., from future creditors, landlords, banks, and governments.

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Income splitting

Primarily aims to distribute income among family members, typically at the discretion of the trustee(s). The income includes capital gains, dividend income, and interest income, among others.

Exemption

An exemption is a waiver of payment of tax, duty, or fee under certain conditions defined within one or more laws. The low income of individuals is a basis for exemption from certain taxes or fees.

Donation structure

The majority of donations are made in the form of money. However, it is also possible to donate in other ways. For example, one can choose to donate a real estate property, land, a musical instrument, artwork, cultural property, environmentally sensitive assets, etc.