Executors Remuneration

• • 2 Comments

Occasionally, I (like many of fellow bloggers for sure) get asked – what is appropriate remuneration for an executor or executrix to administer an estate – often in circumstances where remuneration is not specified or even referred in the deceased’s will or otherwise. Bottom line, what are the guidelines and how much is enough? A recent court case in the Supreme Court of British Columbia Le Gallais Estate (re) 2108….

Executors Remuneration Continue Reading »

Estate Administration, Estate Administration and Probate Applications, Estate Litigation, Executors, Passing Of Trustees’ and Executors’ Accounts, Trustee Compensation, Uncategorized, Wills

Could There Have Been A Different Outcome?

• • 0 Comments

Case Example 1:   John,  was a 93 year old, well -to -do gentleman, never married  and had no known family.   He lived in his own home in a nice part of the city.  His next door neighbor had kept an eye out and assisted him over the years by shoveling his walkway and offering to get groceries for him on an occasional basis.  John had a ‘Friend’ who he met….

Could There Have Been A Different Outcome? Continue Reading »

Elder Care, Elder Law, Power of Attorney, Undue influence

Creating a “Cottage Family”

• • 0 Comments

The longer days and (occasionally) sunny skies remind us that cottage season is once again almost upon us.  A source of great pleasure, the family cottage can also be a source of great angst in the context of estate planning.  While often not the largest asset in an estate from a value perspective, the cottage makes up for its relative value by having the dubious honour of being the asset….

Creating a “Cottage Family” Continue Reading »

Cottage

The Show Must Go On?

• • 0 Comments

Written by: Natalie Bender   A couple of weeks ago, I posted a blog about Harper Lee’s estate. You may recall that the author of ‘To Kill a Mockingbird’ passed away in 2016, and that the New York Times recently filed a motion to remove the Sealing Order on Probate as a matter of public interest. Harper Lee’s estate has made the news again. A Broadway play based on her….

The Show Must Go On? Continue Reading »

Estate Administration, In the News, Uncategorized

Gift of securities by executors of a will

• • 1 Comment

The Canada Revenue Agency provided its views regarding the income tax implications of a gift made by executors of an estate of a deceased individual. The taxpayer died in 2016.  His Will named his three sons as equal beneficiaries and co-executors, with no designation of amounts to be given to charitable organizations but giving the co-executors the flexibility to make donations if they wish.  His assets at the time of….

Gift of securities by executors of a will Continue Reading »

Canada Revenue Agency, Charitable Giving, Estate Planning, Executors, Tax Issues, Trustee, Uncategorized, Wills

Spring Holidays and Family Get Togethers

• • 0 Comments

This weekend we celebrated  the first nights of Passover and Good Friday and Easter Sunday. Two major holidays that coincided, along with a statutory holiday enjoyed. For me and perhaps for many of you, these holy days have a traditional familial connection rather than a religious one. The foods eaten, or perhaps the foods not eaten, while symbolic of a religious theme, also provide a  cultural comfort and familial custom…..

Spring Holidays and Family Get Togethers Continue Reading »

Elder Care
Scroll to Top