Total 457 Posts
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, WillsAs we move along with the topic “Will planning – no simple task”, another circumstance that may require you to give special attention is ownership of a family cottage…..
Will Planning – no simple task… Part 3 Continue Reading »
Estate Administration, Estate Planning, Property, WillsAre your actions as attorney for property relevant and therefore discoverable in a will challenge case?….
Discovery of an attorney for property’s action in a will contest case Continue Reading »
Estate Litigation, Executors, Family Conflict, Power of Attorney, Powers Of Attorney and Guardianship Disputes, Trustee, Trustee Disputes, WillsWhen 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, WillsIn many cases, a deceased person will include charitable bequests in their will. The executor(s) of the estate may not, however, be in a position to honour the bequest in a timely fashion due to the lack of available estate funds on hand. In not all cases will this action (or inaction) frustrate the completion of the final personal tax return…..
Charitable donations made through a will Continue Reading »
Canada Revenue Agency, Charitable Giving, Estate Planning, Trustee, WillsAs I said in my last blog, certain circumstances in either your background or asset base may mean your estate and Will planning requires some added attention. One of those circumstances is ownership of assets in a foreign jurisdiction. ….
Will Planning – No Simple Task… Part 2 Continue Reading »
Estate Planning, Wills