Michael Kulbak, MBA, CPA, CMA, TEP, is principal of Kulbak Trust Solutions in Mississauga, Ont., a fiduciary firm that provides professional executor, power of attorney, trustee, estate planning and taxation services.
Michael Kulbak, MBA, CPA, CMA, TEP, is principal of Kulbak Trust Solutions in Mississauga, Ont., a fiduciary firm that provides professional executor, power of attorney, trustee, estate planning and taxation services.
Ensure an equitable estate distribution among beneficiaries who received earlier gifts and advances
In a client scenario, an advisor fails to plan for an estate’s tax liabilities
Amid automatic tax filing, a proactive approach is required
Help clients consider an investment policy statement in their wills
Safeguard your client’s assets with an appointed monitor
A client scenario shows the importance of inquiring about assets you don’t administer
Proactive collaboration is critical for resolution, client well-being
Understanding power of attorney versus trusted contact person
Jump the credibility curve with executors and beneficiaries
Safeguard your business by knowing your client’s PoA and executor