Thursday, May 2nd, 2013
Let's say the deceased was an employee who held stock options in their employer's company just before they died. As their executor there are tax implications which you should be aware of when filing any tax returns.
The Canada Revenue Agency was asked what an executor needed to report for ...
Posted in Estate Administration, Estate Planning, Wills | No Comments »
Wednesday, May 1st, 2013
In a previous blog, I summarized a case that provided insight into the legal steps that must be taken by family members in Ontario when an individual disappears and is presumed dead. The Ontario Declarations of Death Act, 2002 allows a court to declare an individual to be dead when ...
Posted in Estate Administration | 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 »
