12 March 2025 External T.I. 2025-1053231E5 - Effects of a Power of Attorney on TOSI -- summary under Ownership

An adult child received a distribution of 10% of the common shares of a CCPC from a family trust, of which his father was one of the two trustees, then he granted his father a power of attorney (POA) regarding those common shares, pursuant to which his father could exercise all rights attached to those shares except as expressly excepted. CRA stated:

Although Father may exercise the rights attached to the shares, it is our understanding that the POA would not involve a transfer of the legal or beneficial ownership of such shares to Father. Therefore, as a matter of law, and for the purposes of paragraph (b) of the definition of “excluded shares” in subsection 120.4(1), Adult Child would own the shares.

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d7 import status
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Drupal 7 entity ID
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