If a testator anticipates that disappointed beneficiaries may possibly contest his Will following his death, he may wish to include a “no contest” clause in his Will. ….
You Fight, You Lose: Adding No Contest Clauses to Wills Continue Reading »
Estate Planning, WillsAs it is still January and ‘Do Not Forget’ it is Alzheimer’s Month, I will continue blogging on issues relating to living and dying with a dementia…..
Remember: It is still Alzheimer’s ‘Do Not Forget’ Month Continue Reading »
Elder Care, Geriatric Care Management, In the NewsA few years ago, I met a couple who had served as co-executors for an aunt’s estate. This aunt had left a large residual bequest to three well-know charities. Her executors were quite bitter about the way the charities had handled the bequests. The charities had the temerity to question the executor fees and demand that there be a passing of accounts. Upon reflection, I was struck not by the….
The Demanding Charitable Beneficiary Continue Reading »
Estate PlanningA recent decision of the Ontario Superior Court sentences an estate trustee to a lengthy term of incarceraction, without the possibility of parole, for contempt of court…..
An Estate Trustee’s Imprisonment, Without Possibility of Parole Continue Reading »
Estate Administration, Estate Administration and Probate Applications, Estate Litigation, Executors, Passing Of Trustees’ and Executors’ AccountsQualifying for support under various government disability programs in the form of cash payments or benefits often means that a recipient must have income and assets below a certain level. Without careful planning an intended inheritance may unintentionally serve to cut off a beneficiary’s government support…..
An estate planning tool for a disabled beneficiary Continue Reading »
Estate Planning