The Importance of the U.S. Federal Transfer Certificate

• • 0 Comments

Canadians often misunderstand (or are unaware) that the U.S. estate tax may apply to their estate.  Indeed, if a Canadian dies owning U.S. situs assets with a gross value exceeding USD $60,000, their estate will have to file a U.S. estate tax return and, depending on the worldwide fair market value of their estate, could be subject to U.S. estate tax. From an estate administration perspective, one of the challenges….

The Importance of the U.S. Federal Transfer Certificate Continue Reading »

Executors, IRS, Succession Planning, Tax Issues, U.S. Citizen, United States, US Taxes

Plan Well Before Moving an Elderly Person Across the Country

• • 2 Comments
senior-man-smiling-confident-holding-blackboard-new-home

Moving a household from one place to another is near the top of the stress scale for most of us. With a rapidly aging population, families may consider moving an elderly person from one part of the country to another for various reasons. Major moves are disruptive and bring substantial change on multiple levels, which can eventually affect a person’s physical and mental health. Without a well-thought-out plan, the results….

Plan Well Before Moving an Elderly Person Across the Country Continue Reading »

Elder Management, Smart Ageing

Videos and Wills: Helpful or Harmful?

• • 1 Comment

Pictured: A screen grab from the music video for “Only Acting” by Kero Kero Bonito. It’s one of my favourite songs. It’s not quite about video wills, but it does show off some of the challenges of recording oneself. What are Video Wills? Some practitioners have floated the idea of a “video will” as the next way in which technology will impact the world of trusts and estates. A “video….

Videos and Wills: Helpful or Harmful? Continue Reading »

Capacity Law, Contested wills, Elder Law, Estate Planning, Family Conflict, Practice Management, Testamentary Capacity, Wills

How to talk about death and dying: morbid curiosity welcome

• • 0 Comments

I may be ghoulish, but I think not. I am quite interested in talking about death and dying. I’m the daughter of a former hospice nurse, a former student of a high school teacher who spent an entire term teaching about death and dying as part of a world religions class, and was a nine-year old child the first time I encountered death up-close and personal. I’ve grown comfortable and….

How to talk about death and dying: morbid curiosity welcome Continue Reading »

Grief

Does an Adult Child have an Obligation to Support their Parent?

• • 0 Comments

*This blog was researched and authored by Jonathon Vander Zee, who is an articling student with de VRIES LITIGATION LLP.  There are many different kinds of support that can be sought as relief in a legal proceeding, such as child support, spousal support, and dependant’s support. These types of support are frequently litigated and can often be the central issue in a family or estate dispute. One of the lesser….

Does an Adult Child have an Obligation to Support their Parent? Continue Reading »

Courts, Dependant Support, Estate Litigation, Family Conflict, Uncategorized

Pay Your Taxes, or Your Widow(er) Might Have To

• • 0 Comments

This blog has been written by Maddi Thomas, Associate at Gowling WLG (Canada) LLP Beneficiary designations are commonly used by individuals to allow registered retirement savings plans (“RRSP”) and other savings accounts to “pass outside of the estate”, i.e., be distributed or transferred outright to a surviving co-owner; or, in the case of registered plans, to a designated beneficiary on the death of an individual, thereby bypassing the probate process…..

Pay Your Taxes, or Your Widow(er) Might Have To Continue Reading »

Estate Planning, Spouse, Tax Issues, Wills
Scroll to Top