Succession Planning

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Consent to speak

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Generally speaking, the Canada Revenue Agency requires a taxpayer’s consent to speak with someone other than the taxpayer about matters related to the person’s affairs. One may assume the consent requirement is relaxed when the taxpayer is deceased and the deceased’s affairs are in the hands of the estate trustee(s) Think again as this is not automatic.
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Canada Revenue Agency, Estate Administration, Estate Planning, Executors, Succession Planning, Wills

Werbenuk v. Werbenuk: Righting a Will’s (and a testator’s) Wrongs

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A testator excludes his 4 adult daughters from his estate, leaving everything to his son. A B.C. court effectively redistributes the estate equally between the testator’s children. Can this happen in Ontario too?….

Werbenuk v. Werbenuk: Righting a Will’s (and a testator’s) Wrongs Continue Reading »

Contested wills, Estate Litigation, Estate Planning, Family Conflict, Succession Planning, Wills

Abatement: What to do if there are insufficient assets in the estate to follow the testators wishes; a cautionary tale

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A review of abatement and how it can affect estate planning…..

Abatement: What to do if there are insufficient assets in the estate to follow the testators wishes; a cautionary tale Continue Reading »

Elder Law, Estate Administration, Estate Administration and Probate Applications, Estate Litigation, Estate Planning, Joint Tenancy, Succession Planning, Wills
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