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Like other sound financial management and stewardship tactics, trusts are about planning for the future and planning for you and the ones you love. Understanding trusts and the parties to a trust can help make your planning easier.

Incorporating a trust into your wealth planning

While you may think of trusts primarily as a part of planning for what happens to your wealth when you die, you mayalso want to consider trust planning for reasons that make sense throughout your life’s progression. Understanding a few trust topics can help you decide if, when and how to incorporate trusts into your wealth planning.

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Selecting a trustee

The role of a trustee—holding title to property for the benefit of another—sounds simple enough on its surface, but selecting a trustee is a complex decision with many nuances. Fortunately, there are some key considerations that may help you fill this important role.

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Understanding the roles of a beneficiary and a trustee

A trust is an arrangement whereby the grantor places property in the care of the trustee for the benefit of a beneficiary for the purposes and under the terms described by the grantor.  Understanding a beneficiary's interest in a trust, as well as the role of the trustee in carrying out the terms specified by the grantor, can help set expectations regarding management and distributions.

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Additional resources

Please see additional resources on this topic, or contact a CIBC Private Wealth advisor for more information.