Total 497 Posts
A recent decision of the Ontario Superior Court sentences an estate trustee to a lengthy term of incarceraction, without the possibility of parole, for contempt of court…..
An Estate Trustee’s Imprisonment, Without Possibility of Parole Continue Reading »
Estate Administration, Estate Administration and Probate Applications, Estate Litigation, Executors, Passing Of Trustees’ and Executors’ AccountsSo you’ve taken on the role of executor of your dear friend, Sally’s estate. It just so happened that Sally owned a vacation property in the United States. You’ve come across a couple of blogs in the last few weeks that suggest her estate may owe some taxes to the IRS. You have no idea whether this is true and what you may need to do. You decide to keep reading these blogs to see if they’ll help you…..
Is a U.S. Estate Tax Return Due? Continue Reading »
Estate Administration, IRS, United States, US TaxesThe end of the calendar year is a good time for Trustees to review both the investment performance as well as investment objectives of the Trusts for which they are responsible…..
Reviewing investment performance Continue Reading »
Estate Administration, Investments, TrustsNormally, an individual’s personal tax return is due April 30 (or June 15 if the person or a cohabitating spouse has income from a business). Upon death, this does not change unless the date death is after October 31.
….
Terminal Return Deadlines Continue Reading »
Canada Revenue Agency, Estate Administration, Estate Planning, ExecutorsIt may be unusual that the first section of the paper that I read, is the Sports section. Not to know how the Leafs did but rather to read the births and deaths…..
The Way We Were-The Obits Continue Reading »
Estate Administration, Estate Planning, Family Conflict, In the NewsWhen the Rules of Civil Procedure require two affidavits why can’t the applicant for a certificate of appointment of estate trustee with a will submit one with all of the required information?….
Are the Rules of Civil Procedure at times to rigidly applied? Continue Reading »
Estate Administration, Estate Administration and Probate Applications