Who Pays the Legal Costs of a Dependant’s Relief Claim?

Tuesday, October 14th, 2014

My colleague, Diane Vieira, recently blogged about the Divisional Court’s decision in Quinn v. Carrigan.  While she highlighted what the case had to say about the proper approach to determining dependant’s support, the case is also instructive on who should bear the costs of a dependant support application. Prior to McDougald ...

Valuations for estate planning arrangements: Some Tips and Traps Redux

Thursday, October 2nd, 2014

Recently I wrote about price adjustment clauses (PACs) in estate plan agreements. In the blog, I noted the fair market value for the purposes of PACs should be based on fair and reasonable methods. In a recent Canadian Tax Foundation bulletin, Richard Wise provided some additional observations on valuations which ...

Are You Protected?

Tuesday, August 19th, 2014

Over the years since All About Estates has existed there have been several blogs dealing with the roles and responsibilities of acting as an executor/trustee, as well as the potential liability an executor/trustee faces. As estate planners we work with our clients in understanding the “job” of being an ...