Estate Administration

The “Surprise” Asset – What to Do When You Discover Estate Assets After Probate

• • 1 Comment

Even with careful record-gathering at the beginning of an estate administration, it is not uncommon for an estate trustee to later discover an additional asset. The estate trustee may think they have prepared a complete list of all the assets owned by the deceased as of the date of death. Then, after the Certificate of Appointment of Estate Trustee (probate grant) (the “Estate Certificate”) is issued, something else turns up…..

The “Surprise” Asset – What to Do When You Discover Estate Assets After Probate Continue Reading »

Estate Administration, Estate Administration and Probate Applications, Executors, Probate Tax, Tax Issues, Trustee

A Novel Approach to Locating Missing Heirs

• • 0 Comments

Much has been written on All About Estates about “missing” elements in an estate administration – missing assets, missing heirs, and even missing estate trustees. In the case of missing heirs, the executors have an obligation to take reasonable steps to locate the beneficiaries of the estate. Executors cannot simply distribute the estate to those beneficiaries who are easy to find, or assume that missing beneficiaries do not exist. While….

A Novel Approach to Locating Missing Heirs Continue Reading »

Estate Administration, Estate Litigation, Estate Planning, Executors, Trustee

The Stages of an Estate Administration – Part 2

• • 3 Comments

Today’s blog was written by Courtney Lanthier, Law Clerk at Fasken. In my previous blog, I discussed the initial steps to take when someone passes away, including obtaining essential details about the deceased, determining whether a Will exists and preparing a summary of the Will contents. Once this “background information” is complete, it’s time to move on to stage two – dealing with the assets and gathering information. This includes….

The Stages of an Estate Administration – Part 2 Continue Reading »

Estate Administration

Charity or Parallel Foundation?

• • 0 Comments

[caption id="attachment_20034" align="aligncenter" width="300"] Detail of painting The End of Comedy by P. Alvarez, 2017[/caption] Recently, I received a note from a colleague who sits on the board of a social service charity as a volunteer.  This charity has an older, long-time donor who has named the charity in her will.  The problem is the charity prefers to have the estate donation to go to its parallel foundation, as it….

Charity or Parallel Foundation? Continue Reading »

Philanthropy/Charitable Giving

The Liquidator: The Central Player in Quebec Succession Disputes

• • 0 Comments

This blog has been written by Frédéric Barriault, Counsel, and Yoni Feingold, Partner, at Fasken LLP In Quebec’s civil law tradition, the liquidator occupies a central institutional role in the administration and litigation of successions. The legal framework governing this role draws principally from two sets of rules: the regime of liquidation of successions and the regime of administration of the property of others. Together, these systems create a coherent….

The Liquidator: The Central Player in Quebec Succession Disputes Continue Reading »

Estate Administration, Estate Litigation, Executors, Succession Planning, Wills

Planning for the People You Love

• • 0 Comments

This blog has been written by Latoya Brown, Associate at Fasken LLP Valentine’s Day is often associated with flowers, cards, and grand gestures. But beyond the chocolates and celebrations, February also offers a quieter reminder of what truly matters: the people we care about. It’s an opportunity to pause and reflect on how we show care, not just through gestures or words, but through thoughtful planning and intention for the….

Planning for the People You Love Continue Reading »

Estate Administration, Estate Planning, Family Conflict, Power of Attorney, Succession Planning, Wills
Scroll to Top