When It Rains, Use An Umbrella
When It Rains, Use An Umbrella Continue Reading »
Elder Care, Estate Administration, Estate Litigation, Estate Planning, Executors, Family Conflict, Geriatric Care Management, In the NewsEstate Administration
Total 502 Posts
TIME FOR A REFREEZE – PART 2
In my last blog, I wrote about how you might consider refreezing your existing freeze shares if the enterprise has recently declined in value, so that your chosen successors can participate sooner in the future growth of your enterprise and in the meantime your tax liability can be reduced on the disposition of those shares by you or your estate. Today I would like to write about how you might accomplish a refreeze and provide you with a few words of caution.
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Business Succession Planning, Canada Revenue Agency, Estate Administration, Estate Planning, Investments, Small Business, Succession Planning, Tax IssuesWine – How Liquid is it Really?
In last months’ Canadian Lawyer Magazine, Warren Porter, owner of Iron Gate Private Wine Management, wrote about wine as a liquid asset. When a wine collector dies, teh collection can be very valuable, and if the collection is not specifically dealt with in the Will, the issue becomes: how does an estate trustee realize this value for the beneficiaries?….
Wine – How Liquid is it Really? Continue Reading »
Charitable Giving, Estate Administration, Executors, Interest, Property, WillsMadness, Murder and Insurance
Can a person convicted of murder but found to have been not criminally responsible benefit from the proceeds of an insurance policy held by the deceased? ….
Madness, Murder and Insurance Continue Reading »
Estate Administration, Estate Litigation, In the News, InsuranceThere’s insurance for that?
“The role of an estate trustee can really be a thankless task”. So ended Justin’s blog on June 20th. The fact there is now an insurance product available to protect estate trustees in the event they are successfully sued by a disgruntled beneficiary only underscores this truism.
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There’s insurance for that? Continue Reading »
Estate Administration, Estate Litigation, Estate Planning, Executors