Estates do not have Lawyers
When a solicitor is advising on estate administration, who does the solicitor and client privilege belong to?….
Estates do not have Lawyers Continue Reading »
Estate Administration, Estate Litigation, ExecutorsExecutors
Total 349 Posts
Whew, I thought I missed the filing deadline!
From time to time there will be delays that could lead to missed deadlines resulting in tax penalties and arrears interest. All is not lost, however, where the deceased leaves a testamentary trust which would otherwise qualify as a spouse trust…..
Whew, I thought I missed the filing deadline! Continue Reading »
Estate Planning, Executors, Property, Trusts, 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, TrustsDiscovery of an attorney for property’s action in a will contest case
Are your actions as attorney for property relevant and therefore discoverable in a will challenge case?….
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Estate Litigation, Executors, Family Conflict, Power of Attorney, Powers Of Attorney and Guardianship Disputes, Trustee, Trustee Disputes, WillsThe Costs of Upholding A Testator’s Intention
When opposing a dependant support claim on the grounds that you are upholding the intentions of a testator, as this recent B.C. case indicates, think carefully about the possible cost consequences of so doing before proceeding to trial…..
The Costs of Upholding A Testator’s Intention Continue Reading »
Contested wills, Estate Litigation, Executors, Family Conflict, WillsTAX 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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TAX DEDUCTIBILTY OF CHARITABLE DONATIONS THROUGH THE WILL Continue Reading »
Canada Revenue Agency, Charitable Giving, Estate Administration, Estate Planning, Executors, Philanthropy/Charitable Giving