Keyword: Estate planning

209 results found
House of commons

Budget implementation bills C-59 and C-69 received royal assent late Thursday

Judge looks at papers

Gift to son denied, as it wasn't specifically set out in POA

Hand stopping dominos

Agent deemed unsuitable after deceiving regulators about continuing education

Case illustrates the risks of appointing multiple executors

donation tax credit

Changes to capital gains inclusion rate, AMT require updated strategy

Capital gains not flowed out to beneficiaries are "trapped" in the trust at death

parliament hill

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

Dog in court

Core issue is ownership of the dog, which is considered property

balance

Ensure an equitable estate distribution among beneficiaries who received earlier gifts and advances