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Practice Gems: Administration of Estates 2022

Date

Thursday, September 22, 2022 (1:00 p.m.–4:00 p.m.)

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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
  • Pamela Liang, TEP
    Wilson Vukelich LLP
  • Susannah Roth, TEP
    O'Sullivan Estate Lawyers LLP
Description
Estate administration seems rather straightforward, but thorny issues often arise and you have to help your clients get back on track. Something simple on paper is often the element that trips up your client and has them running to call you for advice. Our experienced estates and trusts lawyers provide you with current administration checklists that they use in their practices, so you can be confident that you are not missing anything. Take this opportunity to ask your questions and hear what you need to know, now.
  • Understand the special considerations in administering estates involving a professional practice
  • Get an update on the latest cases and developments
  • Learn how to account to beneficiaries and to get releases
  • Consider how to deal with tricky assets: guns, cryptocurrency, unusual collections, electronic data, photos, etc.


Presenters

  • Pamela Liang, TEPWilson Vukelich LLP
  • Susannah Roth, TEPO'Sullivan Estate Lawyers LLP
  • Dawn Phillips-BrownMadorin, Snyder LLP
  • Kathryn BalterFogler, Rubinoff LLP
  • Maria VelichkoWilson Vukelich LLP
  • Nuwanthi DiasNelligan O'Brien Payne LLP
  • Daniel StoberTorkin Manes LPP
  • Jillian SwartzAllen McDonald Swartz LLP
  • Andreea MuthPallett Valo LLP
  • Kavina Nagrani, C.S., TEPNIKA LAW LLP
  • Juda StrawczynskiDirector, practicePROLawyers' Professional Indemnity Company (LAWPRO®)
  • Rebecca FischRSF Law

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