The new rule, which takes effect Oct. 6, will bring IIROC in line with the approach the MFDA has recently adopted
The hostile beneficiaries, who had claimed the executor had not met his duties, were ordered to pay more than $17,000 to cover the executor’s costs in defending the action against him
A court rules that trustees and executors can be on the hook for losses if the estate's assets aren't managed prudently
Providing support for your clients who are serving as executors can help them through a difficult time, and provide opportunities for you to guide these clients' future financial choices
Understanding Estate Information Return reporting
The product is meant to protect the executor and the estate from many of the potential legal liabilities that can arise from the managing of an estate
Regulators are continuing to mull over possible changes to the rules that restrict dealer employees from acting as an executor, power of attorney (POA), or trustee
Proposed amendments aim to clarify the limited circumstances in which reps can act under powers of attorney, or as trustees and executors for clients
The CEA program has been accredited for up to 30 hours of CE credits with various reputable organizations
Many family executors fail to appreciate the weight and complexity of the task. Advisors can help clients have these conversations