This week on Hull on Estates, Jonathon Kappy and Andrea Buncic discuss the recent decision of Moore v. Gatahun, 2015 ONCA 55, and counsels’ permissible communications with expert witnesses and disclosure obligations of prior draft expert reports.
Most Trusts allow Trustees to pay themselves “reasonable” fees for the work they do, but what is reasonable? That depends on the type of Trustee you have.
The use of multiple trustees has advantages and disadvantages. Trustees can supervise each other and prevent mistakes and fraud depriving those interested in the Estate of their due.
Lawyers are often asked to hold estate assets in trust for a client who is an Estate Trustee. This makes perfect sense.
Broadly speaking, I have observed Upper Class families use three types of inheritance strategies: deferral, ad hoc gifts, and income streams.
No matter how perfect your estate planning structure might be, family culture all too often eats all this great planning for breakfast – “and then spits out the bones.”
The administration of estates can be an inherently public affair.
Nassau County Surrogate Edward McCarty III likes to begin his weekly Wednesday calendar call with a folksy chat to the usually packed courtroom.
If you have an undue influence claim, here are the top five things you must consider in bringing your claim in court.