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A Beneficiary’s Guide to Reviewing Estate Accounts: The Perspective from British Columbia (Part Three)

Today’s blog is the last in a three-part series that explores estate accounts from the perspective of a beneficiary, and more specifically a beneficiary of an estate in the Province of British Columbia. These blogs were written by Caroline Caron, a paralegal in the Vancouver office of Fasken LLP, to provide practical and helpful tips for beneficiaries who are navigating estate accounts. The first two parts of this series introduced….

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Estate Administration, Executors, Trustee, Trustee Compensation

A Beneficiary’s Guide to Reviewing Estate Accounts: The Perspective from British Columbia (Part Two)

Today’s blog is the second in a three-part series that explores estate accounts from the perspective of a beneficiary, and more specifically a beneficiary of an estate in the Province of British Columbia. These blogs were written by Caroline Caron, a paralegal in the Vancouver office of Fasken LLP, to provide practical and helpful tips for beneficiaries who are navigating estate accounts. In the first part of this series, Caroline….

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Estate Administration, Executors, Trustee, Trustee Compensation

A Beneficiary’s Guide to Reviewing Estate Accounts: The Perspective from British Columbia (Part One)

Today’s blog is the first in a three-part series that explores estate accounts from the perspective of a beneficiary, and more specifically a beneficiary of an estate in the Province of British Columbia. These blogs were written by Caroline Caron, a paralegal in the Vancouver office of Fasken LLP, to provide practical and helpful tips for beneficiaries who are navigating estate accounts. In this first part, Caroline provides a general….

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Estate Administration, Executors, Wills

Estate Planning Horror Stories: Tales from the Legal Crypt

Today’s blog was written by Jessica Butler, Law Clerk at Fasken LLP. Halloween is all about chills and thrills, but nothing sends a shiver down my spine quite like a botched estate plan. These stories aren’t just for a fright; they’re a reminder that a little planning now can save your family from a real nightmare later.   The Phantom Beneficiary Harold thought he had his estate sorted out by….

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Estate Planning, Executors, Wills

The Year of the Audit and the Introduction of “Prompted” Disclosures

This blog has been written by Rahul Sharma, Partner, at Fasken Martineau DuMoulin LLP, Toronto 2025 is flying by.  We are now in its final quarter.  Looking back at the year, I can think of one consistent theme in my discussions with other tax professionals: Canada Revenue Agency (“CRA”) audits and reviews.  Industry professionals have remarked—and quite rightly, perhaps—that we are dealing with more audits, reviews and reassessments issued by….

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Canada Revenue Agency, Estate Planning, Tax Issues

Part I: Taxation of Trusts in Canada – A Broad Overview

This blog has been written by Pritika Deepak, Associate at Fasken LLP. Trusts play a significant role in wealth management and tax and estate planning. This blog post is not intended to supplant the important role played by the various and excellent texts written and published on the taxation of trusts.  Rather, this blog post skims the surface of some important points to consider when dealing with trust taxation. Trusts….

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Estate Planning, Trusts
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