Book by Dale Barrett
Holistic Tax & Estate Planning
An Integrated Approach for Canadians
Holistic Tax & Estate Planning treats tax and estate planning as one connected exercise rather than separate silos. It covers corporate structures, family trusts, the capital gains exemption, succession, and post-mortem planning — showing how decisions made today shape what families keep, and what passes on, over a lifetime.
Who it’s for: Business owners, families, and high-net-worth individuals.
- Estate planning
- Trusts
- Corporate structures
- Succession
From this book
Articles & guides drawn from this book
Free, plain-language guidance adapted from the book — part of the Barrett Tax Law Learning Centre.
Reducing Probate Fees: Multiple Wills, Trusts & Assets That Pass Outside the Will
Probate fees are charged on the value of assets passing through a probated will. Multiple wills, jointly held assets, named beneficiaries, and trusts can each move value outside that calculation — if the planning is done carefully.
Read →Sections 85, 86 & 51: The Rollover Provisions Compared
Sections 85, 86, and 51 of the Income Tax Act all let assets or shares move on a tax-deferred basis, but each does a different job. Here is what each provision does, when to use it, and how they compare side by side.
Read →Multiplying the Lifetime Capital Gains Exemption
The Lifetime Capital Gains Exemption shelters over a million dollars of gain on qualifying small-business shares — and a family trust can let several family members each claim their own. Here are the QSBC tests, multiplication, and crystallization.
Read →Family Trusts in Canadian Estate Planning
A discretionary family trust can split income, multiply the capital gains exemption, and hold growth shares for the next generation — provided the attribution rules and the trust's design are handled with care. Here is how they work.
Read →The Estate Freeze: Locking In Today's Value for Tomorrow's Tax
An estate freeze fixes the value of a business owner's interest at today's number, so future growth — and the tax on it — accrues to the next generation instead of the estate. Here is what a freeze does and how it is built.
Read →
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