Passing of Accounts – Best Practices

Monday, April 29th, 2013

On April 24, 2013, the Law Society of Upper Canada  held a seminar on Best Practices for Passing of Accounts Applications by Fiduciaries, chaired by Justice Whitaker.  I presented at this event on the topics of Proportionality, Summary Judgments  and Simplified Procedures.  The seminar presented a good opportunity for members ...

The “Why” behind the answer

Friday, March 22nd, 2013

1. A beneficiary cannot act as executor of your Will. This is False.  There are few restrictions with respect to who can act as executor and beneficiaries are frequently appointed to the role. 2. Under federal and provincial law, common law and legally married spouses are now treated equally for all ...

A Quick Quiz About Estate Stuff Worth Knowing, part II

Tuesday, February 26th, 2013

On January 28th, I asked 10 questions about estate stuff worth knowing.  Based on the feedback I received, I decided to provide readers with another T/F quiz on more stuff worth knowing.  If you die intestate, and without a spouse or children, the government gets your money Testamentary trusts are taxed at the same ...