Episode #1
The 5% Myth: What the $11 Million Rogers Estate Dispute Teaches Ontario Trustees About Fair Compensation
Sep 1, 202623 minS0
<p>The 5% rule everyone assumes covers estate trustee compensation in Ontario doesn't actually exist as an automatic entitlement, and the $250 million Rogers estate dispute proves exactly why.</p><p>In this episode, we break down how Ontario courts really calculate what an estate trustee should be paid, using the headline-grabbing $11 million compensation claim in the Rodgers estate as a jumping-off point. We unpack why two estates worth the same amount on paper can require wildly different levels of work, why hiring lawyers and accountants doesn't disqualify a trustee from being compensated for oversight, and how the "passing of accounts" process...
