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 »
Wednesday, February 13th, 2013
As is often the case, an estate is created and the estate trustees are instructed under the Will to set up a number of trusts from the residue of the estate. Any trustee will tell you that it takes a period of time for the estate to be administered ...
Posted in Estate Administration, Estate Planning, Executors, Trusts, Wills | No Comments »
Tuesday, January 29th, 2013
When a person dies that person is deemed to have sold their capital property for fair market value proceeds unless the will directs the executor to transfer the property to a spouse or spouse trust in which the property may be transferred at tax cost. Our tax rules allow ...
Posted in Estate Administration, Estate Planning, Executors, Succession Planning, Wills | No Comments »
