Agent deemed unsuitable after deceiving regulators about continuing education
Case illustrates the risks of appointing multiple executors
Changes to capital gains inclusion rate, AMT require updated strategy
Capital gains not flowed out to beneficiaries are "trapped" in the trust at death
Feds won't change tax treatment for REITs, and the status of other major tax proposals from the Trudeau government
Ontario courts have the power to validate unsigned, unwitnessed documents as wills, raising risks for executors
Core issue is ownership of the dog, which is considered property
Ensure an equitable estate distribution among beneficiaries who received earlier gifts and advances
Advisors can help clients avoid potential complications
In a client scenario, an advisor fails to plan for an estate’s tax liabilities