Practice Gems: Administration of Estates 2020


Monday, September 21, 2020 (1:00 p.m.–4:00 p.m.)

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

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Additional Information

Page Count: 149

* Remember: You must attend CPD programs or view them on demand to claim CPD Hours. Reading CPD materials alone does not qualify.

You may count recorded programs that you watch without a colleague towards your annual CPD Requirement—up to a maximum 6 hours. Recorded programs include archived webcasts, video replays, or any other on-demand program.

  • Jag Gandhi, TEP,
    Miller Thomson LLP
  • Kimberly Whaley, C.S., TEP
    WEL Partners

Estate administration is rarely straightforward. You often encounter unexpected complications. Our presenters are expert estates and trusts lawyers who not only review for you the core elements of estate administration, but also focus in on some common pitfalls and how to effectively resolve them. You also receive an annotated administration checklist to help you develop your own customized administration tools so that you can satisfy critical steps in the process. Do not miss this informative program!

  • Understand how to administer primary and secondary wills
  • Consider how to administer an estate where there is a secret trust
  • Identify administration problems and steps needed to resolve them


  • Jag Gandhi, TEPMiller Thomson LLP
  • Kimberly Whaley, C.S., TEPWEL Partners
  • Sandra MonardoGoddard Gamage LLP
  • Daniel PapernyWEL Partners
  • Amelia YiuElm Law
  • Carla FigliomeniKPMG
  • Rahul SharmaMiller Thomson LLP
  • Sean LawlerShibley Righton LLP
  • Dawn Phillips-BrownMadorin, Snyder LLP
  • Alison MinardMcCarthy Tétrault LLP
  • M. Jasmine Sweatman, C.S., J.D., TEP, EPC, CPCASweatman Law Professional Corporation

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