The Royal Wedding & Philanthropy
The Royal Wedding & Philanthropy Continue Reading »
Charitable Giving, Estate Planning, Family Conflict, Philanthropy/Charitable GivingCan parties who are on the same side protect privileged communications which are shared among their respective lawyers?
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Common Interest Privilege Continue Reading »
Estate LitigationAwhile ago , I wrote that payments made to trustees and executors usually trigger some form of tax reporting and often, an obligation on the payer to withhold and remit amounts on account of tax. Thanks to some welcome and practical feedback from a concerned blogger, I would like to add a few comments.
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TAX REPORTING OBLIGATIONS FOR TRUSTEE AND EXECUTOR FEES – FOLLOW UP Continue Reading »
Canada Revenue Agency, Estate Administration, Estate Planning, Executors, Liability, Trustee, TrustsIn a blog that I wrote last December, I commented on a U.S. constitutional challenge that had been launched in response to the U.S. estate tax burden borne by the survivor of a same-sex marriage…..
Update on U.S. Estate Tax Challenge Continue Reading »
Estate Litigation, Estate PlanningAs the issue of caregiving is now getting election coverage, the costs of caregiving need to be better understood. These include tangible costs such as financial expenses, loss of income, as well as other costs, such as emotional challenges and loss of opportunity identified by family members pressed into service to care for an elderly family member.
For those families who decide to purchase care, this article will review the financial cost of hiring a caregiver. ….
The Financial Cost of Caregiving Continue Reading »
Elder Care, Estate Planning, Geriatric Care Management, In the NewsAre your actions as attorney for property relevant and therefore discoverable in a will challenge case?….
Discovery of an attorney for property’s action in a will contest case Continue Reading »
Estate Litigation, Executors, Family Conflict, Power of Attorney, Powers Of Attorney and Guardianship Disputes, Trustee, Trustee Disputes, Wills