Author: S. Dane ZoBell

Tax is a complicated and multifaceted complication for many estates. However, having a general understanding of tax rules helps to ensure that the estate administration can proceed smoothly and with reduced complication. This paper explores common tax issues and pitfalls in the administration of estates, as well as some of the key income tax issues that should be addressed when legal counsel is retained to assist the personal representative of an estate.

This paper is part of a collection presented at LESA’s Practice Foundations: Estate Administration program in Edmonton on October 26, 2023.