Death and Taxes – When the Certainties Collide

As the cliché goes, the only certainties in life are death and taxes. When the former occurs, the Personal Representative(s) (formerly known as the Executor(s)) of the Estate must address the latter. Taxes become more complex in the year of death, and the period of Estate administration. This article provides a brief overview of some […]

Authors:

Hugh Neilson
Hugh Neilson
Hugh Neilson, FCPA, FCA, TEP, is an independent contractor with Kingston Ross Pasnak LLP, and a member of the Video Tax News editorial board in Edmonton, Alberta.
 

Christie Hoem-McNall
Christie Hoem-McNall, CPA, CA is a senior in the taxation department of Kingston Ross Pasnak LLP in Edmonton, Alberta
 

Inheritance Issues in Bankruptcy

When someone files for bankruptcy, they surrender all non-exempt assets to the licensed insolvency trustee for the benefit of their creditors. This includes not only assets they have at the time they file for bankruptcy, but also comprises of any assets that “devolve” on the bankrupt prior to discharge such as an inheritance “received” during […]

Authors:

J. Doug Hoyes
J. Doug Hoyes
J. Douglas Hoyes, B.A., C.A., CPA, CIRP is a Licensed Insolvency Trustee and co-founder of Hoyes, Michalos & Associates Inc. in Ontario, Canada. He is also the host of Debt Free in 30, a weekly podcast about how to handle money and debt.
 

People Always Told Me, Be Careful What You Do: Wills and Dependency Legislation

It is the kind of tragic story that makes for best-selling novels and Hollywood blockbusters. A young woman, raised in a loving home by two hard-working parents, battles a severe and debilitating disease. Left penniless and alone when her parents pass, she struggles to make ends meet as her body slowly breaks down. Then, an […]

Authors:

Fred Fenwick
Fred Fenwick, Q.C., is a lawyer in the Calgary office of McLennan Ross, focusing on major civil litigation including estate and family law issues, family corporations and division of family assets.
 

Andrea MacLean
Andrea MacLean is an articling student in the Calgary office of McLennan Ross.
 

Round Two: Blended Families and Estate Planning

One of the main goals that people have when they are estate planning is making sure their family members are taken care of when they are gone. This can be more complicated when you have a blended family, where there can be all kinds of additional considerations. How do you balance supporting a second spouse […]

Authors:

Mandy England
Mandy England LLB, is an associate at Dentons Canada LLP in Edmonton, whose practice focuses on trusts, wills and estates.
 

Setting Up Wills and Trusts

Not all families are the same.  That is why not all wills should be the same.  The law provides us with tremendous flexibility in deciding how to leave our estates to our loved ones.  In order to understand some of the choices you should consider, it is essential to understand the difference between a will […]

Authors:

Doug Surtees
Doug Surtees
Doug Surtees BA, BEd, LLB, LLM is the Associate Dean Academic of the College of Law, University of Saskatchewan .
 

Amanda Doucette
Amanda Doucette
Amanda S.A. Doucette BA ( Great Distinction), JD (Great Distinction) is a Saskatoon lawyer whose practice includes tax and estate planning. She has taught Wills and Estates at the College of Law, University of Saskatchewan.
 


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