Archive for the ‘Passing of trustees’ and executors’ accounts’ Category

PASSING OF ACCOUNTS – PART I “WHAT DOES IT MEAN and WHY IS IT NECESSARY?”

Monday, August 22nd, 2016

This Blog was written by: Gosha Sekhon The term “passing of accounts” is thrown around with relative ease amongst industry practitioners. For our clients, however, it is not very obvious on the face of it as to what this process means or why it is required in the course of an ...

When Will the Court Order an Estate Trustee to Pass his/her Accounts?

Wednesday, June 22nd, 2016

In Lacroix v. Kalman, the court declined to order a passing of accounts in a modest estate due to the inordinate expense of such a proceeding. Instead, the judge ordered financial information to be disclosed to Paul Lacroix. Paul Lacroix sought to compel his sister and co-estate trustee, Paulette Kalman, to ...