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Estate Accounting 2019

Date

Wednesday, January 16, 2019 (1:00 p.m.–4:00 p.m.)

Add this event to your calendar (Downloads an .ICS file)

Alternate date: Wednesday, August 7, 2019 [click to view options]

CPD Hour(s)*
2 h 30 m Substantive
30 m Professionalism

Additional Information

Page Count: 126

* 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.

Co-Chairs
  • Justin de Vries
    de VRIES LITIGATION LLP
  • Kathleen McDormand
    Borden Ladner Gervais LLP
Description
Complex accounting issues or challenging legal questions often crop up in the review of a draft estate account. How do you resolve them? Our top-notch presenters are estates practitioners and accounting experts, and they have the answers. They spell out everything you need to know about estate accounts: from starting balances and the valuation, to unique estate assets, to choses in action and foreign assets, and more.
  • When can a trustee claim and justify a special fee?
  • What does the Office of the Public Guardian and Trustee look for when reviewing accounts?
  • Which transactions are poorly handled in estate accounts?


Presenters

  • Arieh BloomTupman & Bloom LLP
  • Richard CoutinhoSenior Counsel, Office of the Public Guardian & TrusteeMinistry of the Attorney General
  • Justin de Vriesde VRIES LITIGATION LLP
  • Matthew FurrowGoddard Gamage LLP
  • Andrea HillGowling WLG (Canada) LLP
  • Pia HundalDentons Canada LLP
  • Kathleen McDormandBorden Ladner Gervais LLP
  • Christine Prins, CPA, CA, TEPLicensed Public AccountantParker Prins Lebano Chartered Professional Accountants Professional Corporation
  • Debra StephensFirm Counsel to WEL PartnersWEL Partners
  • Lisa TonerSorbara, Schumacher, McCann LLP

Registration Options

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Learning format *

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All prices are subject to applicable taxes.