Estate Accounting 2019


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.

  • Justin de Vries
  • Kathleen McDormand
    Borden Ladner Gervais LLP
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?


  • 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

Registration Mode *
Learning format *

To access your electronic purchase: click "My Account" and sign in. Click "Purchased Programs" and look for the program name. For On-Demand Webcast and PDF, click the "Details" link to the right of the program name. For PDF-only, click the link below the program name to download the PDF.

Individual registrations may use this printable order form

Group registrations, please see our FAQs for group rate information. If you are registering a group of 2 or more, please send an email to including the full name, email address, and licensee number (if applicable) of each registrant along with a reference to the order number.

If you place an order via email, please do not provide your credit card information (number and security code) in the message. A member of the CPD Registration team will contact you to obtain the payment information.

All prices are subject to applicable taxes.