CPP AND OAS
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Canada Revenue Agency, Estate Administration, Estate Planning, Executors, Funeral PlanningLitigation Involving the Estate of the Godfather of Soul
A recent on-line article in Rolling Stone magazine describes how nearly five years following the death of the legendary James Brown, his estate, which had a value of approximately $100 million dollars on the date of his death, remains undistributed…..
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Estate Litigation, Family ConflictLet The Sunshine Show
Do we need to include terms such as ‘ caring, kind, pleasant and considerate’ to the skill requirement of caregivers? The National Occupation Classification (NOC) code 6471 (Personal Care Attendant) identifies these employment requirements as :’Some secondary school education is usually required. Child-care or home management experience may be required.Visiting homemakers may require college or other courses in home support.
First aid certification may be required.’ Is there something else missing?….
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Elder Care, Estate Planning, Geriatric Care Management, In the NewsCanadian Donor’s Guide
It is always fascinating to watch evolution in progress. I grew up with the Canadian Donor’s Guide. For the last 26 years this publication has been Canada’s preeminent annual guide to charitable giving. It started out as a bound listing of charities distributed to the legal community, but with the electronic age it has changed to remain relevant. ….
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Estate Planning, Philanthropy/Charitable GivingCourt of Appeal delivers pyrrhic victory on costs to appellant in Smith Estate; otherwise dismisses appeal
Last week, the Court of Appeal delivered its judgment in Smith v. Rotstein. The decision appealed from was a summary judgment under old Rule 20 dismissing Ms. Rotstein’s will challenge…..
Consider a voluntary disclosure where tax filings are either missing or incomplete
Your responsibilities as a trustee or executor of an estate may include completing the tax filings of the deceased and requesting tax clearance prior to the distribution of the estate in accordance with the will terms. Let’s say you find out that the deceased’s tax filings were not all up to date or incomplete and you have read about the possibility of tax penalties.
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