Estate Accounting 2018


Monday, January 15, 2018 (1:00 p.m.–4:00 p.m.)

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CPD Hour(s)*
2 h Substantive
1 h Professionalism

Additional Information

Page Count: 112

* Remember: You must attend CPD programs (in-person, live webcast, or live webcast replay) or view them on-demand to claim CPD Hours. Reading CPD materials alone does not qualify.

  • Justin de Vries
  • Kathleen McDormand
    Borden Ladner Gervais LLP

Complex accounting issues and vexing legal questions often come up in reviews of draft estate accounts. In this comprehensive session, accounting experts and estates practitioners explain everything you need to know about estate accounts, from starting balances to the valuation to unique estate assets such as goodwill, choses in action and foreign assets. Also tackled are fiduciary claims, such as constructive trusts, and their impact on estate accounting, recent case law developments, and accounting remedies against a fiduciary.

  • Obtain guidance on dealing with digital assets in passing of accounts applications
  • Consider how best to use experts in contested applications
  • Understand what bookkeepers need to prepare proper accounts
  • Learn what the bench wants to hear in contested passing of account applications
  • Hear about the common pitfalls in preparing accounts and how to avoid them


  • Caroline AbelaWeirFoulds LLP
  • Katherine AntonacopoulosCounsel, Property Rights, Office of the Children’s LawyerMinistry of the Attorney General
  • Elizabeth BozekEstate & Trust ConsultantThe Bank of Nova Scotia Trust Company, Scotia Wealth Management
  • Justin de Vriesde VRIES LITIGATION LLP
  • Ross EarnshawGowling WLG (Canada) LLP
  • Andrew Felker, C.S.Walker Head Lawyers
  • Kathleen McDormandBorden Ladner Gervais LLP
  • Carla PreeceCourt Format Accounts
  • Susan StammCounsel, Property Rights, Office of the Children's LawyerMinistry of the Attorney General
  • Lisa TonerSorbara, Schumacher, McCann LLP
  • Corina WeiglFasken Martineau DuMoulin LLP

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All prices are subject to applicable taxes.