Archive for the ‘Power of Attorney’ Category

The Rush to Avoid the 21 Year Deemed Disposition Rule: a Word or Two of Advice

Thursday, December 18th, 2014

As a professional advisor over the years, I have learned to accept good advice as well if not more than giving it. Recently, Colleen Ma of Dunphy LLP wrote about how the rush to avoid the 21 year rule for discretionary family trusts can lead to real problems if not executed ...

An Estate’s Family Holiday Jingle- 2014

Tuesday, December 16th, 2014

A little holiday jingle ….. with new stanzas added. T’was the fight before Christmas, when all families know, It’s better to forgive than tell them to F. O., Mom probably liked you better, if memory serves, So while I am a P.O.A., she will get what she deserves. Come on siblings and get off your ...

Thoughts on Power of Attorney Litigation

Thursday, November 27th, 2014

The past couple blogs have discussed an increase in litigation while parents are still alive and one child is acting as attorney and others may be seeking more information or power etc. In addition it seems there is an increase in power of attorney litigation after the grantor has passed away ...