Eyes Wide Open II

Thursday, April 17th, 2014

In my March 14th blog, Eyes Wide Open, I asked the question - why did the named executor ever agree to take on the administration. My blog was followed by a rhetorical answer meant to remind all of us – advisors and potential executors alike – we ought to ...

Charities and Changes

Wednesday, April 9th, 2014

I am writing this blog from Vancouver where I am attending the 21st annual conference of the Canadian Association of Gift Planners, which is attended by gift planners, advisors and others working in the field of charitable planned giving. I thought that given my location, it would make sense ...

Eyes Wide Open

Friday, March 14th, 2014

Over the past few weeks I’ve had a number of matters cross my desk where I’m left wondering – why did the named executor or the proposed administrator ever agree to take on the administration. The matters ranged from properties with environmental issues attached to them, necessitating a consideration ...