All About Estates

Month: April 2017

Total 18 Posts

Estate Trustee Awarded Costs for Unnecessary Passing of Accounts

In a recent court decision, Pochopsky Estate, the court found the Deceased’s four children (the “Beneficiaries”) jointly and severally liable for the estate trustee’s costs related to an application compelling him to pass his accounts.  The Beneficiaries had obtained an order compelling the estate trustee to account. The court ultimately…

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QUALIFIED DISABILITY TRUST (“QDT”): HOW TO FILE A JOINT ELECTION?

Recently, the Canada Revenue Agency (“CRA”) issued a “how to file” the joint election for a trust to be a QDT: https://www.cra-arc.gc.ca/E/pbg/tf/t3qdt/README.html From 2016 forward, this form is to be used if one or more beneficiaries are jointly electing that the trust be designated to be QDT for the year….

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An Innovative Dementia-Friendly Community

I recently attended a symposium presented by the Canadian Research Network for Care in the Community.  The topic was “Living Well With Dementia: Toward Dementia-Friendly Policy”.      Two European presenters including  Henk Nies, from Amsterdam and Eckart Schnabel from Berlin discussed their care standards for Persons Living With Dementia (PLWD). Dr….

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