The spectacle of Will & Kate’s wedding today prompts thoughts about philanthropy and matrimony.
The Royal Wedding & Philanthropy
By Malcolm Burrows •
April 29, 2011
Month: April 2011
Total 21 Posts
Common Interest Privilege
By Justin de Vries •
April 28, 2011
Can parties who are on the same side protect privileged communications which are shared among their respective lawyers?
TAX REPORTING OBLIGATIONS FOR TRUSTEE AND EXECUTOR FEES – FOLLOW UP
By Steven Frye •
April 27, 2011
Awhile ago , I wrote that payments made to trustees and executors usually trigger some form of tax reporting and often, an obligation on the payer to withhold and remit amounts on account of tax. Thanks to some welcome and practical feedback from a concerned blogger, I would like to add a few comments.
Update on U.S. Estate Tax Challenge
By Laura West •
April 26, 2011
In a blog that I wrote last December, I commented on a U.S. constitutional challenge that had been launched in response to the U.S. estate tax burden borne by the survivor of a same-sex marriage.
The Financial Cost of Caregiving
By Audrey Miller •
April 25, 2011
As the issue of caregiving is now getting election coverage, the costs of caregiving need to be better understood. These include tangible costs such as financial expenses, loss of income, as well as other costs, such as emotional challenges and loss of opportunity identified by family members pressed into service to care for an elderly family member.
For those families who decide to purchase care, this article will review the financial cost of hiring a caregiver.
Discovery of an attorney for property’s action in a will contest case
By Jasmine Sweatman •
April 21, 2011
Are your actions as attorney for property relevant and therefore discoverable in a will challenge case?
Spousal Trusts work for the short or long term
By Paul Fensom •
April 20, 2011
When Gertrude Janeway died in 2003, she was still getting a monthly cheque for $70 from the Veterans Administration for a military pension earned by her late husband, John, on the union side of the American civil war that ended in 1865.
The Costs of Upholding A Testator’s Intention
By Angelique Moss •
April 19, 2011
When opposing a dependant support claim on the grounds that you are upholding the intentions of a testator, as this recent B.C. case indicates, think carefully about the possible cost consequences of so doing before proceeding to trial.
Charitable donations made through a will
By Derek de Gannes •
April 18, 2011
In many cases, a deceased person will include charitable bequests in their will. The executor(s) of the estate may not, however, be in a position to honour the bequest in a timely fashion due to the lack of available estate funds on hand. In not all cases will this action (or inaction) frustrate the completion of the final personal tax return.
Will Planning – No Simple Task… Part 2
By Corina Weigl •
April 15, 2011
As I said in my last blog, certain circumstances in either your background or asset base may mean your estate and Will planning requires some added attention. One of those circumstances is ownership of assets in a foreign jurisdiction.