Estates do not have Lawyers
When a solicitor is advising on estate administration, who does the solicitor and client privilege belong to?….
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Estate Administration, Estate Litigation, ExecutorsEstate Administration
Total 516 Posts
Will Planning – no simple task… Part 3
As we move along with the topic “Will planning – no simple task”, another circumstance that may require you to give special attention is ownership of a family cottage…..
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Estate Administration, Estate Planning, Property, WillsTAX REPORTING OBLIGATIONS FOR TRUSTEE AND EXECUTOR FEES – FOLLOW UP
Awhile ago , I wrote that payments made to trustees and executors usually trigger some form of tax reporting and often, an obligation on the payer to withhold and remit amounts on account of tax. Thanks to some welcome and practical feedback from a concerned blogger, I would like to add a few comments.
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Canada Revenue Agency, Estate Administration, Estate Planning, Executors, Liability, Trustee, TrustsTAX DEDUCTIBILTY OF CHARITABLE DONATIONS THROUGH THE WILL
Does the Will provide for charitable donations or bequests? If properly documented, they may represent tax deductions to the Estate.
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Canada Revenue Agency, Charitable Giving, Estate Administration, Estate Planning, Executors, Philanthropy/Charitable GivingSpecificity Matters: Defining “Spouses” for Estate Planning Purposes
When making testamentary or inter vivos gifts, parents sometimes want to ensure that provision is made for the spouses of their children, whether it is by including such individuals as potential beneficiaries of trusts or as recipients of outright gifts. ….
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Estate Administration, Estate Planning, Spouse, Wills