Investment Objectives
Investment Objectives Continue Reading »
Estate Administration, Estate Planning, Investments, TrustsUnderstanding the Cy-Près Doctrine
The cy-près doctrine sounds formidable. However, it is an invaluable tool to ensure that the charitable intent of a testator is respected despite the changing sands of time…..
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Charitable Giving, Estate Litigation, Wills“Rights and things” dividends
Where death is imminent, careful tax planning with dividends for the shareholder of a private corporation may return benefits to the estate and beneficiaries of the estate…..
“Rights and things” dividends Continue Reading »
Estate Administration, Estate Planning, Executors, Small Business, TrusteeIn the case of discretion, absolute is not absolute.
It is trite to say that once a trustee is appointed and accepts the office, s/he becomes subject to the duties and powers of that office. A trustee’s liability, in the event that he is found to have breached his/her duties, or exceeded his/her powers, is personal. ….
In the case of discretion, absolute is not absolute. Continue Reading »
Estate Administration, Executors, Liability, Trustee, Trustee DisputesWhich is the deadliest room in the house?
Most of us want to live in our own homes for as long as possible. Keeping the home free from tripping hazards is one way to promote independence…..
Which is the deadliest room in the house? Continue Reading »
Estate Planning