Total 35 Posts
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 IssuesIt is not unusual to see a corporate beneficiary of a life insurance policy collect the insurance on the death of the insured shareholder. Depending on the circumstances, there are creative ways to use the insurance to benefit such persons as the deceased’s estate or other shareholders of the company.
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Private company shares and life insurance Continue Reading »
Business Succession Planning, Estate Administration, Estate Planning, Executors, Insurance, Liability, Small Business, Succession Planning, Tax IssuesCan a person convicted of murder but found to have been not criminally responsible benefit from the proceeds of an insurance policy held by the deceased? ….
Madness, Murder and Insurance Continue Reading »
Estate Administration, Estate Litigation, In the News, InsuranceThe breakdown of a marriage or common law relationship can raise a host of complex legal issues both for the living and the dead. One issue that seems to crop up again and again is life insurance proceeds and who should benefit. ….
The Beautiful And Damned (with apologies to F. Scott Fitzgerald) Continue Reading »
Estate Litigation, Estate Planning, Insurance