All About Estates

TAX REPORTING OBLIGATIONS FOR TRUSTEE AND EXECUTOR FEES – FOLLOW UP

Steven Frye • April 27, 2011

Awhile 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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Canada Revenue Agency, Estate Administration, Estate Planning, Executors, Liability, Trustee, Trusts

Update on U.S. Estate Tax Challenge

Laura West • April 26, 2011

In 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…..

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Estate Litigation, Estate Planning

The Financial Cost of Caregiving

Audrey Miller • April 25, 2011 • 1 Comment

As 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. ….

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Elder Care, Estate Planning, Geriatric Care Management, In the News

Discovery of an attorney for property’s action in a will contest case

Jasmine Sweatman • April 21, 2011

Are your actions as attorney for property relevant and therefore discoverable in a will challenge case?….

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Estate Litigation, Executors, Family Conflict, Power of Attorney, Powers Of Attorney and Guardianship Disputes, Trustee, Trustee Disputes, Wills

Spousal Trusts work for the short or long term

Paul Fensom • April 20, 2011

When Gertrude Janeway died in 2003, she was still getting a monthly cheque for $70 from the Veterans Administration for a military pension earned by her late husband, John, on the union side of the American civil war that ended in 1865…..

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Canada Revenue Agency, Estate Planning, Spouse, Trustee, Trusts

The Costs of Upholding A Testator’s Intention

Angelique Moss • April 19, 2011

When opposing a dependant support claim on the grounds that you are upholding the intentions of a testator, as this recent B.C. case indicates, think carefully about the possible cost consequences of so doing before proceeding to trial…..

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Contested wills, Estate Litigation, Executors, Family Conflict, Wills