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You are a well-respected financial planning group, based in Toronto, Ontario. Two of your longest tenure clients, who are permanent Canadian residents, Mr. and Mrs.

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You are a well-respected financial planning group, based in Toronto, Ontario. Two of your longest tenure clients, who are permanent Canadian residents, Mr. and Mrs. Patel, both age 63 live in North York and are concerned about the Capital Gains that are associated with their Family Cottage in Muskoka. As you know the family so well, the Patel's have a son age 44 ( he has had various occupations since leaving University), and they also have a daughter age 42 who is a Lawyer, and lives in Mississauga. Their son Akash is getting divorced from his first wife, and has been living with the Patels. Akash is getting ready to move to Ottawa where his fiance and her family live and have a vacation home in the area. His ex-wife will have sole custody of their two children, as they have agreed to visitation rights for Akash including spending every other weekend with Akash, provided he has a suitable place to house them. His ex-wife and children will continue to reside in the family home in Belleville. Their daughter Teja is happily married to her husband of 12 years who is also a Lawyer. Now that Teja's children are school age, the family love to travel to new places, and take full advantage of time off when the kids are out of school. Mr. and Mrs. Patel come to you wanting to employ a strategy to transition the Capital Gains concerns of the Cottage to their children before the burden of Capital gains attached to the cottage, that will need to be paid at the death of the second spouse, become so significant that the Cottage would almost have to be sold to cover the taxes. The Patels have decided that the cottage is so important to the family, with the memories of all those weeks and weekends with their children and grandchildren, that they must do everything they can to ensure it gets passed down to the next generation. They admit that there is some strain in the family, especially between Akash and Teja. They chalk this up to Akash's separation and upcoming divorce, but they are hopeful that once he gets settled with his second wife, since he is engaged, then things will get better. In passing they mention that Akash is frustrated with having to do the majority of the maintenance at the cottage, which in their minds is a small price to pay to relax in such an

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