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Total 676 Posts

The Data Trust – The Superhero We All Need

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  Coming soon to Scotiabank Theatre……   *Read using a Movie Trailer Voice* In a world where hackers and evil corporations make billions using your personal information. A world where liberty is at the mercy of data breaches. There’s one thing that can’t be breached: A Fiduciary Duty Dwayne “The Rock” Johnson stars as a Trust Professional that refuses to play by the rules; except of course if those rules….

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In the News, International, Trusts, Uncategorized

INCOME RECEIVED AFTER DEATH

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Recently, the Canada Revenue Agency released a technical interpretation to clarify the commentary in the T4001 Employer’s Guide – Payroll deductions and Remittances, and the T4011 guide, Preparing Returns for Deceased Persons, in respect of income payable at death but not actually paid until the subsequent year. The CRA confirmed that income payable should only be included in the T4 for the year in which it was actually paid, which….

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Canada Revenue Agency, Estate Administration, Estate Planning, Tax Issues, Uncategorized

Elder Abuse: When The Numbers Don’t Add Up.

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June 15 is World Elder Abuse Awareness Day. I continue to be saddened by the many different ways that elders can be taken advantage of.   Financial abuse is one of the types identified, included with physical and emotional abuse as well as with neglect. There are some telltale signs that your parent may be having difficulties managing their own finances. The obvious signs are easy to spot, including unpaid bills,….

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Elder Care, Power of Attorney, Uncategorized

The STEP Annual Conference

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This blog was written by Teresa Acs – Director, Professional Development & Process Excellence I had the pleasure of participating at last week’s Society of Estate and Trust Practitioners (STEP) Canada Conference. Each year, the conference attendance surpasses the year before, speaking to both the quality and importance of this event. The STEP conference attracts those practicing in the estate and trust field; lawyers, accountants, service providers and Trust Companies. ….

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Estate Administration, Interest, Practice Management, Succession Planning, Uncategorized

4x $100 million+

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[caption id="attachment_9581" align="aligncenter" width="640"] Looking south to the U of T Schwartz Reisman Innovation Centre, image by Weiss/Manfredi[/caption]   In 11 weeks between March 25 and June 3, 2019 three $100 million dollar charitable donations were announced in Ontario. On February 13th, McGill University in Montreal announced a $200 million donation. These are enormous sums, and this unprecedented donation cluster is just the beginning of bigger things to come. It’s….

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Estate Donations, Philanthropy/Charitable Giving, Uncategorized

The French Elvis and Instagram

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People readily post about their lives on social media, including where they travel to or where they eat (sometimes on a daily basis).  Celebrities, for example, use social media platforms (such as Instagram and Twitter) to connect with their fans and keep them posted of the fabulous lives of the rich and famous.  But, social media doesn’t stop at just connecting people.  More and more, we see social media posts….

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