Personal Trusts | Episode 45

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FinancialPodcast.CA: Interviewing Professionals
Personal Trusts | Episode 45

1) What is a personal trust?
2) Why use a personal trust?
3) The parties involved in a personal trust.
4) What is a testamentary trust?
5) How a testamentary trust can be used.
6) What is an inter vivos trust?
7) How an inter vivos trust can be used.
8) How a financial advisor can speak to a client about trusts.

Guest: Shannon James, Associate Carscallen LLP
Shannon is an Associate with Carscallen LLP in Calgary. Shannon has represented clients in a variety of estate, trust and incapacity matters including the roles and duties of executors, trustees, guardians, attorneys and agents. She has also been involved with the interpretation and validity of wills, the removal and replacement of personal representatives and trustees, and the interpretation, variation, and termination of trusts.
Shannon is a member of the Law Society of Alberta, the Society of Trust and Estate Practitioners (STEP), the Canadian Tax Foundation (CTF), the Canadian Bar Association, and the Calgary Bar Association.

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