The Strategic Use of Trusts Webinar – Thursday, March 19th at 2:00 pm ET
We invite you to join our webinar: The Strategic Use of Trusts.
Trusts are one of the most powerful and misunderstood tools in wealth planning. But many people aren’t sure when a trust actually makes sense, how they’re taxed, or what’s involved in setting one up.
In this session, we’ll be joined by Matt F. Trotta, Vice President, Tax, Retirement and Estate Planning from CI Global Asset Management, who will walk through:
- The fundamentals of how trusts work
- Key tax considerations and reporting requirements
- Situations where trusts can be particularly effective
- Practical planning examples and hypothetical scenarios
Webinar details:
- Date: Wednesday, June 18th, 2025
- Time: 2:00pm-3:00pm ET
- Host: Omar Leheta, Financial Advisor, Ferguson Financial Planning of CI Assante Wealth Management Ltd.