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Practice Gems: Administration of Estates 2021

Date

Thursday, September 23, 2021 (1:00 p.m.–4:00 p.m.)

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

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

View this webcast-only program from your home or office computer

Co-Chairs
  • Jag Gandhi, TEP
    Gluskin Sheff & Associates Inc.
  • Susannah Roth, TEP
    O'Sullivan Estate Lawyers LLP
Description

You often confront complicating factors during an estate administration. Our presenters are expert estates and trusts lawyers who review not just the basic elements of estate administration, but also catalogue the common challenges you face and how to address them. You also receive an annotated administration checklist to help you develop your own customized tools for estate administration. Do not miss this informative program to help you address your estate administration needs.

  • Consider solicitors’ duties and compensation issues when acting as executors 
  • Get an update on the latest case law 
  • Hear what you need to know about jointly-held assets 
  • Learn how to adopt self-protective steps in your practices to reduce negligence claims

Presenters

  • Jag Gandhi, TEPGluskin Sheff & Associates Inc.
  • Susannah Roth, TEPO'Sullivan Estate Lawyers LLP
  • Alexander ProcopePerez Bryan Procope LLP
  • Lisa FilgianoMiller Thomson LLP
  • Daniel PapernyWEL Partners
  • Alexandra ManthorpeCunningham, Swan, Carty, Little & Bonham LLP
  • Andrea HillTurkstra Mazza Associates
  • Jordan OelbaumSchnurr Kirsh Oelbaum Tator LLP
  • Sunita DoobayBlaney McMurtry LLP
  • Sharon HartungYour Digital Undertaker
  • Craig RossPallett Valo LLP
  • Stephanie BattistaO'Sullivan Estate Lawyers

Registration Options

Registration Mode *
Learning format *
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Learning format

Please note that as we continue to monitor the situation surrounding COVID-19 and the advice of Canadian public health authorities, the method of program delivery might be altered, in which case registrants would be notified.

Select both programs for a bundle discount. Please note that the same learning format needs to be selected for the discount to apply. Any discounts will be applied in the shopping cart.

Only PDF materials will be provided. Hardcopy materials are not available with this program.

To view your program: click "My Account" and sign in. Click "Purchased Programs" and look for the program name. Click the "Details" link on the right. Click the "Click here to access the webcast" link to load the webcast.

Register online before: September 23, 2021 2:00 PM

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 cpdreg@lso.ca 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.