Ensure Estate and Trust filings are timely, accurate and compete to help protect family assets

Trust Returns

  • Providing Privacy
  • Avoiding Compulsory Succession
  • Multiplying Tax Exemptions
  • Saving Taxes
  • Avoiding Probate
  • Preserving Disability Benefits
  • Helping a Charitable Cause or Organization

At Triple M Accounting we can assist in setting up, managing and filing the appropriate returns. The types of trusts that we can assist with are:

  • Alter Ego Trust
  • Employee Trust
  • Joint Spousal Trust
  • Lifetime Benefit Trust
  • Non-Profit Organization
  • Personal Trust
  • Real Estate Investment Trust
  • Specified Investment Flow Through Trust
  • Testamentary Trust

Estate Returns

At Triple M Accounting we understand that the passing of a loved one can be extremely difficult, and having to comb through their finances to comply with filing regulations can be even more cumbersome.

We assist our clients by providing a step-by-step plan for obtaining the necessary information and notifying the appropriate parties of which information is required to accurately process an estate return.

Estate returns are filed as testamentary trust returns through a T3 filing.