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Keyword: Beneficiary

39 results found
scales of justice

The attempt to sue the OSC is an 'abuse of process,' court says

Exercising discretion with estate assets in trusts

  • By: James Dolan
  • February 7, 2020 February 6, 2020
  • 09:30
FRANCESCOCH / ISTOCKPHOTO

Executors may have to balance conflicting interests

  • By: James Dolan
  • September 20, 2019 September 20, 2019
  • 15:00
ALFRED GESCHEIDT / GETTY IMAGES; ICONS: ISTOCKPHOTO

Helping executors decide how much to keep aside for complicated estates

wills-estate-battle

Examining an alternative to trusts

Tips to inspire action so clients ace the task we love to avoid

money investment scale

A tax tale of two benefits at death

Common disputes and how executors can avoid them

  • By: James Dolan
  • October 15, 2018 October 26, 2018
  • 17:16

Depending on family dynamics, it's a structure that may make sense.

Beneficiaries could be hit with unexpected income inclusions