Total 502 Posts
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 GivingSo you reside in Canada but you’re a U.S. citizen, surely ‘Uncle Sam’ has no right to your Estate on your death. Unfortunately, regardless of whether a U.S. citizen resides in the United States, U.S. citizens are subject to U.S estate taxes when the pass away based on the value of their worldwide estate. A credit is available which does alleviate some of the tax burden by exempting a certain amount from the U.S. estate tax net…..
So you think you can avoid Uncle Sam… Continue Reading »
Estate Administration, IRS, U.S. Citizen, United StatesIn their later years, donors often make commitments to charities with respect to the charitable giving that they intend to carry out during their lifetimes. Often these commitments are expressed by means of the donor and the charity entering into a written charitable pledge agreement…..
Ensuring Charitable Pledges Are Honoured Following Death Continue Reading »
Charitable Giving, Estate Administration, Estate Planning, WillsOver the last two weeks, a number of blogs have addressed the issue of choosing an executor. Here is a litigator’s perspective (for better or worse).
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The Trials and Tribulations of Choosing an Executor Continue Reading »
Estate Administration, Estate Administration and Probate Applications, Estate Litigation, ExecutorsMultiply the tax savings by creating another taxpayer with reference to a testamentary trust in your will…..
Multiply the tax saving with multiple trusts Continue Reading »
Estate Administration, Estate Planning, Executors, Trusts, Wills