Practice Gems: Administration of Estates 2023
Date
Tuesday, September 26, 2023 (1:00 p.m.–4:00 p.m.)
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Additional Information
Page Count: 90
* 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.
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Pamela Liang, TEPWilson Vukelich LLP -
Susannah Roth, TEPRBC Wealth Management, Royal Trust
Estate administration can be straightforward or complex, but in all cases, it is critical to be able to spot the issues and provide your clients with the right guidance. Seemingly simple matters can cause clients the most anxiety, while they can overlook matters requiring a more in-depth analysis. Get insight into current and perennial issues from our panel of experienced estates and trusts professionals and come away with practical guidance and checklists.
- What should you do when you come across drafting errors in a will?
- What needs to be considered when administering an estate with a Henson Trust?
- What issues arise when there are potential spousal and dependant support claims?
Presenters
- Jenny Bogod, Rosen Sack LLP
- Sunita Doobay, TEP, Blaney McMurtry LLP
- Jacob Kaufman, Donovan Kaufman LLP
- Jordan Oelbaum, Schnurr Kirsh Oelbaum Tator LLP
- Nav Shokar, Keyser Mason Ball LLP
- Christopher Stankiewicz, Claims Counsel, Lawyers' Professional Indemnity Campany (LawPRO)
- Marshall Swadron, Swadron Associates, Barristers & Solicitors
- Amelia Yiu, TEP, Elm Law Professional Corporation
