Gosha Sekhon Archives - All About Estates

Demonetization – Dreams Become Nightmares

Paul Fensom • March 16, 2017 • 3 Comments

This Blog was written by: Gosha Sekhon I recently visited India and thought I would share some interesting information. My family has travelled back to India on numerous occasions since my parents immigrated to Canada in the early 1980s. On this trip, we were surprised to learn about the federal government’s plan to demonetize certain currency notes. In 2016, the federal government of India, led by PM Modi, took bold….

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Estate Administration, International, Uncategorized

PASSING OF ACCOUNTS – PART II “HOW IS IT DONE?”

Paul Fensom • October 31, 2016

In my previous blog post, I discussed the “what” and “why” of a passing of accounts. In this blog, I will provide a quick refresher on the technical process for a passing of accounts….

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Estate Administration, Passing Of Trustees’ and Executors’ Accounts

PASSING OF ACCOUNTS – PART I “WHAT DOES IT MEAN and WHY IS IT NECESSARY?”

Paul Fensom • August 22, 2016

As part of any administration, it is important for the Executor or Trustee to maintain records of all transactions taking place within the estate or trust….

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Estate Administration, Estate Litigation, Passing Of Trustees’ and Executors’ Accounts

Estate Trustee During Litigation – A Refresher from the STEP 2016 National Conference

Paul Fensom • June 27, 2016

The reality is, with the impending transfer of one of the largest amounts of wealth in our history from one generation to the next, we are likely to see a continued up-tick in estate litigation. Along with that there will be the increased need for a neutral party to preserve the assets of the estate during the course of such litigation…..

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Contested wills, Estate Litigation, Estate Planning, Family Conflict, Trustee Disputes