Estate Administration
Total 495 Posts
The Accountant of the Superior Court of Justice: From an estates and guardianship perspective
The Accountant of the Superior Court of Justice-how does the fiat procedure work? What types of fees does the Accountant of the Superior Court of Justice charge for funds they hold in trust? A recent OBA program addressed these issues and more…..
So you think you can Avoid ‘Uncle Sam’ part II…
So you are a Canadian citizen and resident, surely ‘Uncle Sam’ has no right to your Estate on your death. Unfortunately ‘Uncle Sam’s’ arm – his estate tax arm that is – can reach across the border to impose taxes on the Estate of a non-resident/non-citizen of the United States…..
So you think you can Avoid ‘Uncle Sam’ part II… Continue Reading »
Canadian and US Tax Treaty, Estate Administration, IRS, United States, US TaxesPerpetual Testamentary Charitable Trusts
When making charitable gifts by Will, many donors wish to ensure that their gift has a long-term meaningful impact that will enable charitable activities to be carried out long after their deaths…..
Perpetual Testamentary Charitable Trusts Continue Reading »
Charitable Giving, Estate Administration, Estate Planning, Philanthropy/Charitable Giving