Archive for the ‘Investments’ Category
Friday, May 10th, 2013
Mr M has settled an irrevocable trust which qualifies as a joint spousal trust (or common-law partner trusts) pursuant to the applicable sections of the Income Tax Act governing trusts. The main beneficiaries of the trust are Mr. M and Mrs. W, both of whom are Canadian residents. The trust ...
Posted in Estate Administration, Estate Litigation, Estate Planning, Executors, Family Conflict, Investments, Joint Tenancy, Trusts, Wills | No Comments »
Wednesday, April 24th, 2013
A trustee's responsibilities include the task of locating the deceased's assets. Depending on the circumstances the task may be daunting. What happens when you find and what sort of tax relief is there with those worthless old stock certficates and securities?
More often than not the deceased will not ...
Posted in Estate Administration, Estate Planning, Executors, Investments | No Comments »
Tuesday, April 16th, 2013
As we scramble to file our personal tax returns, I am reminded once again how technology has influenced this process. Most of us will be filing electronically either thru our own devices or thru electronic services provided by others. As you maybe aware the Canada Revenue Agency (CRA) is ...
Posted in Estate Administration, Estate Litigation, Estate Planning, Investments, Trusts | No Comments »
