beneficiaries

Equal or Equitable? A Conversation Every Estate Planner Should Have

This blog has been written by Pritika Deepak, Associate at Fasken LLP. One of the most common instructions estate planners hear from clients is: “I want to treat all of my children equally.” While that may sound straightforward, it often warrants a deeper discussion. In estate planning, equal and equitable are not the same thing, and they can produce very different outcomes. A planner who fails to explore this distinction….

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Estate Planning, Wills

Qualified Disability Trusts: Some Positive Commentary from the Canada Revenue Agency

This blog has been written by Darren G. Lund, Partner at Fasken LLP Each year in June, the Canadian branch of the Society of Estates and Trusts Practitioners holds its annual conference. One of the most eagerly anticipated sessions each year is the “CRA Roundtable”. At the Roundtable, representatives from the Canada Revenue Agency respond to questions submitted in advance by STEP on a range of tax issues of concern….

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Canada Revenue Agency, Disability, Estate Administration, Estate Planning, Tax Issues, Trusts, Wills

A Beneficiary’s Guide to Reviewing Estate Accounts: The Perspective from British Columbia (Part Three)

Today’s blog is the last in a three-part series that explores estate accounts from the perspective of a beneficiary, and more specifically a beneficiary of an estate in the Province of British Columbia. These blogs were written by Caroline Caron, a paralegal in the Vancouver office of Fasken LLP, to provide practical and helpful tips for beneficiaries who are navigating estate accounts. The first two parts of this series introduced….

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Estate Administration, Executors, Trustee, Trustee Compensation

A Beneficiary’s Guide to Reviewing Estate Accounts: The Perspective from British Columbia (Part Two)

Today’s blog is the second in a three-part series that explores estate accounts from the perspective of a beneficiary, and more specifically a beneficiary of an estate in the Province of British Columbia. These blogs were written by Caroline Caron, a paralegal in the Vancouver office of Fasken LLP, to provide practical and helpful tips for beneficiaries who are navigating estate accounts. In the first part of this series, Caroline….

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Estate Administration, Executors, Trustee, Trustee Compensation

A Beneficiary’s Guide to Reviewing Estate Accounts: The Perspective from British Columbia (Part One)

Today’s blog is the first in a three-part series that explores estate accounts from the perspective of a beneficiary, and more specifically a beneficiary of an estate in the Province of British Columbia. These blogs were written by Caroline Caron, a paralegal in the Vancouver office of Fasken LLP, to provide practical and helpful tips for beneficiaries who are navigating estate accounts. In this first part, Caroline provides a general….

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Estate Administration, Executors, Wills

Review or Update Your Will Every Few Years—Your Beneficiaries Will Thank You

This blog has been written by JOSEPH STONEHOUSE, litigation associate at Fasken LLP (Toronto) In a recent decision, Justice Myers of the Superior Court of Justice dismissed claims by beneficiaries under a will against the drafter because those claims were brought more than 15 years after the defendant drafted the will. The court determined that, despite the perceived unfairness, the legislative intent behind the Limitations Act necessitated striking the plaintiffs’ claims…..

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Contested wills, Estate Administration, Estate Administration and Probate Applications, Estate Litigation, Estate Planning, Executors, Limitation periods, Succession Planning, Wills
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