Estate tax return due on a weekend or public holiday date?
Estate tax return due on a weekend or public holiday date? Continue Reading »
Canada Revenue Agency, Estate Administration, Estate Planning, Executors, Tax IssuesExecutors
Total 348 Posts
AVOIDING PROBATE FEES WITH A POWER OF ATTORNEY?
Much has been written about probate fee avoidance. Can you with a power of attorney engage in probate fee avoidance on behalf of a testator whose estate may be subject to probate fees?
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AVOIDING PROBATE FEES WITH A POWER OF ATTORNEY? Continue Reading »
Capacity Law, Contested wills, Estate Administration, Estate Administration and Probate Applications, Estate Planning, Executors, Guardianship, Joint Tenancy, Power of Attorney, Powers Of Attorney and Guardianship Disputes, Probate Tax, Property, WillsGrandfathered Agreements
My most recent blogs have explored the possible use of life insurance to completely eliminate the capital gain on death (assuming that sufficient insurance was in place) provided certain stop-loss rules do not apply. Not all was lost because, “grandfathered” agreements could prevent the application of the stop-loss rules.
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Grandfathered Agreements Continue Reading »
Canada Revenue Agency, Estate Planning, Executors, Insurance, Loans, Tax Issues, WillsEstate Planning and Archie Andrews
A short while ago, I decided to divest myself of some comic books I’d been holding onto for many, many years. A quick search on Kijiji led me to a local potential buyer. He offered a modest payment which I accepted.
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Estate Planning and Archie Andrews Continue Reading »
Estate Administration, Estate Planning, ExecutorsRosa Parks’ Estate Tied Up in Litigation as Her Memorabilia Goes to Auction
Almost six years after her death, the estate of civil rights hero Rosa Parks is still being litigated. Court pleadings recently filed with the Michigan Supreme Court reveal details over the fight for control over her estate.
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Rosa Parks’ Estate Tied Up in Litigation as Her Memorabilia Goes to Auction Continue Reading »
Contested wills, Estate Litigation, Estate Planning, Executors, Trustee, Trustee Disputes, United States, WillsGrandfathered insurance policies
When the stop-loss rules were enacted, they contained grandfathering provisions that provided relief on dispositions of shares pursuant to “grandfathered agreements” or related to “grandfathered insurance policies.”
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Grandfathered insurance policies Continue Reading »
Business Succession Planning, Canada Revenue Agency, Estate Planning, Executors, Insurance, Liability, Small Business, Spouse, Succession Planning, Tax Issues