STEP

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

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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

The Society of Trust & Estate Practitioners (STEP) Annual Conference

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Earlier this week I attended the 19th annual National Conference of the Society of Trust & Estate Practitioners (“STEP”). I must congratulate Michael Dodick, Janis Armstrong and their whole team for putting on another very successful conference. The success of the conference is easily measurable, there were 720 attendees, making it the largest STEP conference in the World. STEP Canada continues to grow and now has 2486 members in 11 branches….

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Estate Planning, In the News, Practice Management, Uncategorized

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

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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

Cowboy Will Writers in the U.K.: Save Now and Pay Later?

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Cowboy will writers spark regulation of the will writing market in the U.K. Often the attempt by the testator to save money by not seeking professional estate planning advice, results in expensive estate litigation later on.
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Estate Administration and Probate Applications, Estate Litigation, Estate Planning, In the News, Wills
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