Executors

Total 348 Posts

Administering an Estate: A Marathon of Responsibilities

• • 3 Comments

We had a Zoom call with our adult children a few weekends ago. We talked about our son’s engagement, as our daughter hadn’t yet heard the details of how he had proposed. We also talked about our daughter’s recent 5K run at the Toronto Zoo and how it compared to the half marathon that our son had run a few years ago. This family discussion and a recent work discussion….

Administering an Estate: A Marathon of Responsibilities Continue Reading »

Courts, Estate Administration, Estate Administration and Probate Applications, Estate Planning, Executors, Probate Tax, Tax Issues, Wills

Will Challenges and Limitation Periods: Court of Appeal Weighs In

• • 0 Comments

The question of whether will challenges fall under the standard two-year limitation period has long been a topic of consideration in lower courts[1]. Does the limitation clock start ticking at the date of death, upon discovering the existence of another will, or when there is knowledge of both the existence and content of another will? The Court of Appeal has finally spoken on the issue … well, sort of…..

Will Challenges and Limitation Periods: Court of Appeal Weighs In Continue Reading »

Appeals, Contested wills, Estate Litigation, Executors, Family Conflict, Limitation periods, Wills

The Importance of the U.S. Federal Transfer Certificate

• • 0 Comments

Canadians often misunderstand (or are unaware) that the U.S. estate tax may apply to their estate.  Indeed, if a Canadian dies owning U.S. situs assets with a gross value exceeding USD $60,000, their estate will have to file a U.S. estate tax return and, depending on the worldwide fair market value of their estate, could be subject to U.S. estate tax. From an estate administration perspective, one of the challenges….

The Importance of the U.S. Federal Transfer Certificate Continue Reading »

Executors, IRS, Succession Planning, Tax Issues, U.S. Citizen, United States, US Taxes

Firearms, Wills, Estates, and the impact of Bill C-21

• • 2 Comments

Bill C-21- An Act to amend certain Acts and to make certain consequential amendments (firearms)   This blog has been written by Sandra Arsenault, Law Clerk at Fasken LLP Estates practitioners should be aware that Bill C-21, the controversial legislation which imposes strict gun control provisions Canada-wide, received Royal Assent and became law on December 15, 2023.  Bill C-21 amends several federal statutes, including, inter alia, the Criminal Code of….

Firearms, Wills, Estates, and the impact of Bill C-21 Continue Reading »

Estate Administration, Estate Planning, Executors, Uncategorized, Wills

New Year, New Will – and Other Important Moments to Revisit Planning

• • 1 Comment

Happy 2024  everyone! The start of a new year is often the impetus for individuals to revisit their estate plan.[1]  While this is a worthwhile exercise, it’s important to remember that there are several other key moments that may occur at any point during a given year that should give rise to a review of an estate plan. These events or change in circumstance may not necessarily warrant a new….

New Year, New Will – and Other Important Moments to Revisit Planning Continue Reading »

Estate Planning, Executors, Guardianship, Spouse, Trustee, Wills

Navigating Challenging Holiday Experiences and Estate Planning: A Balanced Approach

• • 0 Comments

This blog has been written by Jessica J. Butler, Law Clerk at Fasken LLP. The holiday season can be a time for joy, love, and togetherness – it can also be a time for drama, stress, and conflict. Simmering tensions at family gatherings can cause situations that sometimes leave lasting impressions. In the aftermath of a negative experience with family, it’s natural for emotions to run high, in some cases….

Navigating Challenging Holiday Experiences and Estate Planning: A Balanced Approach Continue Reading »

Estate Administration, Estate Planning, Executors
Scroll to Top