Tag Archives: negligence

Tax Season for Executors

Posted by: Estate Debate™
Roles and ResponsibilitiesTax and AccountingTaxes and Accounting February 8, 2013 | Leave a comment

As tax season is upon us, it is important to highlight the duties that executors have in ensuring that the taxes owed by an estate are dealt with properly. (more…)

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Tagged executor responsibility, executors, negligence, Revenue Canada, tax penalties, tax returns

Biggest Mistakes Trustees Can Make in Administering a Trust

Posted by: Estate Debate™
Executor Roles and ResponsibilitiesRoles and ResponsibilitiesTrusts January 3, 2013 | Leave a comment

Being an estate executor is not as simple as it may seem. The job can be full of unexpected responsibilities and conflicting demands from beneficiaries, often with a large value of assets at stake.

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Tagged Canadian tax law, executor, negligence, probate, trustee, trustee liability

Selling Off Assets in a Garage Sale Poses Risks for Executors

Posted by: Estate Debate™
Executor Roles and ResponsibilitiesMoney / InvestmentsReal EstateRoles and Responsibilities January 2, 2013 | Leave a comment

An executor can potentially face liability if he or she fails to properly valuate the assets of an estate. (more…)

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Tagged artwork, estate, executor, negligence, Picasso, probate, undervalue

Trustee Insurance for Negligence in Estate Administration

Posted by: Scot Dalton
Beneficiary CommunicationsERAssure InsuranceExecutorsIndustry ExpertsInsuranceInsuranceRoles and Responsibilities October 22, 2012 | Leave a comment

When dealing with an estate that may become contentious due to family tensions or complex assets, it may be worth considering executor insurance.

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Tagged Cesia Green, ERAssure, estate administration, executor, executor insurance, executor liability, insurance, Liability, negligence

Executors Can Protect Themselves From Being Sued

Posted by: Estate Debate™
ERAssure InsuranceExecutor Roles and ResponsibilitiesExecutorsInsuranceInsuranceRoles and Responsibilities March 16, 2012 | Leave a comment

The Economical Group now backs a form of insurance protection for estate administrators, trustees and executors. (more…)

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Tagged Economical Group, ERAssure, estate, estate administration, executor insurance, indemnity, negligence

A Common Executor Mistake: Undervaluing Assets

Posted by: Estate Debate™
Legal MattersMoney / InvestmentsRoles and Responsibilities October 3, 2011 | Leave a comment

In administering an estate, an executor may elect to hold a garage sale or visit a pawn shop in order to sell the personal items of the deceased. (more...)

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Tagged asset valuation, estate, executor, negligence

Estate Executors Can Lose Everything

Posted by: Myron Neufeld
Beneficiary CommunicationsCharitiesERAssure InsuranceEstate PlanningExecutor Roles and ResponsibilitiesIndustry ExpertsInsuranceLegalLegal MattersMoney / InvestmentsReal EstateRoles and ResponsibilitiesTax and AccountingTrusts September 19, 2011 | Leave a comment

For some, being named an estate executor is perceived as being given a licence to spend. (more…)

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Tagged estate, executor, negligence, trustee

Executors Should be Wary of Creating Paid Jobs From Their Role

Posted by: Estate Debate™
Executor Roles and ResponsibilitiesLegal MattersRoles and Responsibilities September 15, 2011 | Leave a comment

All About Estates blog discusses two recent cases where executors were named in the will and used the role to take advantage of the estate’s assets. (more…)

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Tagged beneficiary, co-executor, executor, executor compensation, executor liability, negligence

Ontario to Change the Way Probate Fees are Collected

Posted by: Myron Neufeld
ERAssure InsuranceIndustry ExpertsInsuranceInsuranceLegalMoney / InvestmentsProbateTax and AccountingTax and Accounting June 1, 2011 | Leave a comment

The introduction of Bill 173 in Ontario is bound to change the course of estate administration.

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Tagged estate, executor, executor insurance, negligence, personal liability, probate, tax

Tag Archives: negligence

Tax Season for Executors

Biggest Mistakes Trustees Can Make in Administering a Trust

Selling Off Assets in a Garage Sale Poses Risks for Executors

Trustee Insurance for Negligence in Estate Administration

Executors Can Protect Themselves From Being Sued

A Common Executor Mistake: Undervaluing Assets

Estate Executors Can Lose Everything

Executors Should be Wary of Creating Paid Jobs From Their Role

Ontario to Change the Way Probate Fees are Collected

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