Total 345 Posts
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, WillsDoes 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 GivingSome fancy footwork may be required to get one last shot at using the remaining capital gains exemption where the deceased’s intention is to transfer his or her assets to a spouse.
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Capital Gain Exemption on the Terminal T1 Return Continue Reading »
Estate Planning, Executors, Small Business, WillsPaul Penna, millionare and founder of Agnico-Eagle Gold Mines Ltd., had a good Estate plan but he made one critical mistake…..
Friendship is like money, easier made than kept Continue Reading »
Estate Litigation, Estate Planning, Executors, In the News, Passing Of Trustees’ and Executors’ Accounts, Trustee, Trusts, WillsDid the deceased suffer from a severe and prolonged impairment? If so, there may some tax relief for the estate in the form of a Disability Tax Credit.
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DISABILITY TAX CREDIT Continue Reading »
Canada Revenue Agency, Capacity Law, Elder Care, Estate Administration, Estate Planning, Executors, Geriatric Care Management, GuardianshipA change in personal circumstances, however drastic and life changing, does not necessarily have the legal significance or effect that clients expect. The most obvious, yet less known example of this is separation and marriage…..
Marriage, Separation and Divorce Continue Reading »
Estate Planning, Executors, Wills