Investment Objectives
Investment Objectives Continue Reading »
Estate Administration, Estate Planning, Investments, TrustsEstate Administration
Total 505 Posts
“Rights and things” dividends
Where death is imminent, careful tax planning with dividends for the shareholder of a private corporation may return benefits to the estate and beneficiaries of the estate…..
“Rights and things” dividends Continue Reading »
Estate Administration, Estate Planning, Executors, Small Business, TrusteeIn the case of discretion, absolute is not absolute.
It is trite to say that once a trustee is appointed and accepts the office, s/he becomes subject to the duties and powers of that office. A trustee’s liability, in the event that he is found to have breached his/her duties, or exceeded his/her powers, is personal. ….
In the case of discretion, absolute is not absolute. Continue Reading »
Estate Administration, Executors, Liability, Trustee, Trustee DisputesRuling Handed Down by Hong Kong Court of Appeal in Billion Dollar Estate Fight
A recent news report by the Wall Street Journal details the latest turn in a high profile litigation regarding the multi-billion dollar estate of Hong Kong heiress Nina Wang. ….
Ruling Handed Down by Hong Kong Court of Appeal in Billion Dollar Estate Fight Continue Reading »
Charitable Giving, Estate Administration, Estate Litigation, Estate Planning, Philanthropy/Charitable GivingDEATH BENEFITS
A death benefit is an amount you receive after a person’s death in recognition the deceased person’s employment service.
How does it get taxed?
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DEATH BENEFITS Continue Reading »
Canada Revenue Agency, Estate Administration, Estate PlanningHow do you help your clients protect their estate from a moral claim?
When a parent is disinheriting one or more of their children we should not only advise of the potential repercussions but also offer potential solutions…..
How do you help your clients protect their estate from a moral claim? Continue Reading »
Elder Law, Estate Administration, Estate Litigation, Estate Planning, Executors, Wills